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 | $27,802 | $87,733-68.3% | $106,548-73.9% | $85,850-67.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 75.74% | 21.86%+53.9pp | 26.80%+48.9pp | 318.53%-242.8pp |
| Employer contribution / active EE | $1,990 | $2,073-4.0% | $2,819-29.4% | $2,565-22.4% |
| Participant deferral / active EE | $2,110 | $3,469-39.2% | $4,398-52.0% | $3,952-46.6% |
| Admin fee / account holder | $238 | $6,767-96.5% | $7,407-96.8% | $6,260-96.2% |