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 6-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 | $23,339 | $176,812-86.8% | $146,665-84.1% | $167,490-86.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 20.78% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $2,964 | $5,160-42.6% | $4,136-28.4% | $4,837-38.7% |
| Participant deferral / active EE | $8,812 | $6,440+36.8% | $5,506+60.1% | $6,341+39.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |