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 | $24,162 | $152,587-84.2% | $125,175-80.7% | $152,861-84.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.98% | 54.84%-25.9pp | 43.79%-14.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $2,034 | $4,946-58.9% | $3,865-47.4% | $4,762-57.3% |
| Participant deferral / active EE | $5,773 | $5,868-1.6% | $4,937+16.9% | $5,850-1.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |