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 | $19,429 | $157,256-87.6% | $141,162-86.2% | $152,861-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.18% | 64.32%-26.1pp | 71.39%-33.2pp | 345.32%-307.1pp |
| Employer contribution / active EE | $2,582 | $5,261-50.9% | $4,735-45.5% | $4,762-45.8% |
| Participant deferral / active EE | $7,299 | $7,109+2.7% | $6,709+8.8% | $5,850+24.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |