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 | $21,351 | $228,332-90.6% | $185,823-88.5% | $158,922-86.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 45.98% | 40.80%+5.2pp | 35.95%+10.0pp | 302.83%-256.8pp |
| Employer contribution / active EE | $1,971 | $4,967-60.3% | $4,087-51.8% | $4,761-58.6% |
| Participant deferral / active EE | $7,105 | $6,415+10.8% | $5,632+26.2% | $5,982+18.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |