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 | $18,275 | $197,591-90.8% | $177,821-89.7% | $158,922-88.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 28.16% | 58.76%-30.6pp | 48.32%-20.2pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,628 | $6,697-75.7% | $5,918-72.5% | $4,761-65.8% |
| Participant deferral / active EE | $3,948 | $8,405-53.0% | $7,714-48.8% | $5,982-34.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |