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 9-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 | $10,314 | $113,339-90.9% | $94,993-89.1% | $147,584-93.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 12.84% | 20.77%-7.9pp | 27.12%-14.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,598 | $3,160-49.4% | $2,603-38.6% | $4,876-67.2% |
| Participant deferral / active EE | $3,863 | $3,777+2.3% | $3,317+16.5% | $5,439-29.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |