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 8-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 | $9,296 | $142,405-93.5% | $115,157-91.9% | $152,861-93.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 38.76% | 41.48%-2.7pp | 35.60%+3.2pp | 345.32%-306.6pp |
| Employer contribution / active EE | $863 | $4,010-78.5% | $3,179-72.9% | $4,762-81.9% |
| Participant deferral / active EE | $4,463 | $5,164-13.6% | $4,168+7.1% | $5,850-23.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |