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 | $205,475 | $525,611-60.9% | $404,842-49.2% | $525,611-60.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 98.3%+1.7pp | 87.0%+13.0pp |
| Annual return | 30.05% | 8.71%+21.3pp | 24.27%+5.8pp | 8.71%+21.3pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $16,592-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $2,026-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $5,362-100.0% | $41,812-100.0% |