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 3-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 | $22,260 | $201,272-88.9% | $184,203-87.9% | $145,922-84.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 28.36% | 29.00%-0.6pp | 28.81%-0.5pp | 561.29%-532.9pp |
| Employer contribution / active EE | $2,501 | $7,022-64.4% | $6,427-61.1% | $4,660-46.3% |
| Participant deferral / active EE | $8,897 | $9,806-9.3% | $9,131-2.6% | $6,688+33.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |