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 | $26,263 | $183,963-85.7% | $162,163-83.8% | $152,861-82.8% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 84.64% | 150.76%-66.1pp | 115.59%-31.0pp | 345.32%-260.7pp |
| Employer contribution / active EE | $5,657 | $6,371-11.2% | $5,614+0.8% | $4,762+18.8% |
| Participant deferral / active EE | $10,289 | $8,034+28.1% | $7,298+41.0% | $5,850+75.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |