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 | $11,908 | $157,256-92.4% | $141,162-91.6% | $152,861-92.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 39.61% | 64.32%-24.7pp | 71.39%-31.8pp | 345.32%-305.7pp |
| Employer contribution / active EE | $1,847 | $5,261-64.9% | $4,735-61.0% | $4,762-61.2% |
| Participant deferral / active EE | $3,043 | $7,109-57.2% | $6,709-54.6% | $5,850-48.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |