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 | $15,013 | $175,202-91.4% | $149,673-90.0% | $139,434-89.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.54% | 166.71%-140.2pp | 134.42%-107.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,343 | $5,474-75.5% | $4,818-72.1% | $4,751-71.7% |
| Participant deferral / active EE | $3,214 | $6,519-50.7% | $5,680-43.4% | $6,710-52.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |