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 | $26,611 | $162,781-83.7% | $133,956-80.1% | $158,922-83.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.84% | 41.94%-13.1pp | 45.09%-16.2pp | 302.83%-274.0pp |
| Employer contribution / active EE | $7,461 | $4,975+50.0% | $3,919+90.4% | $4,761+56.7% |
| Participant deferral / active EE | $2,747 | $5,911-53.5% | $5,048-45.6% | $5,982-54.1% |
| Admin fee / account holder | $297 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |