See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,463 | $183,963-88.3% | $162,163-86.8% | $152,861-86.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 49.10% | 150.76%-101.7pp | 115.59%-66.5pp | 345.32%-296.2pp |
| Employer contribution / active EE | $3,639 | $6,371-42.9% | $5,614-35.2% | $4,762-23.6% |
| Participant deferral / active EE | $9,341 | $8,034+16.3% | $7,298+28.0% | $5,850+59.7% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |