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 | $9,377 | $103,376-90.9% | $87,100-89.2% | $152,861-93.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 32.52% | 28.10%+4.4pp | 28.19%+4.3pp | 345.32%-312.8pp |
| Employer contribution / active EE | $2,669 | $3,220-17.1% | $2,521+5.9% | $4,762-44.0% |
| Participant deferral / active EE | $3,707 | $4,778-22.4% | $4,049-8.4% | $5,850-36.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |