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 7-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 | $19,863 | $157,256-87.4% | $141,162-85.9% | $152,861-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.32% | 64.32%-33.0pp | 71.39%-40.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $3,807 | $5,261-27.6% | $4,735-19.6% | $4,762-20.1% |
| Participant deferral / active EE | $4,114 | $7,109-42.1% | $6,709-38.7% | $5,850-29.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |