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 | $17,413 | $98,240-82.3% | $82,313-78.8% | $147,584-88.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 34.86% | 30.85%+4.0pp | 25.88%+9.0pp | 578.55%-543.7pp |
| Employer contribution / active EE | $4,539 | $3,192+42.2% | $2,428+86.9% | $4,876-6.9% |
| Participant deferral / active EE | $4,539 | $4,383+3.5% | $3,706+22.5% | $5,439-16.6% |
| Admin fee / account holder | $30 | $8,563-99.7% | $5,608-99.5% | $10,885-99.7% |