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 | $18,822 | $157,256-88.0% | $141,162-86.7% | $152,861-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3233.75% | 64.32%+3169.4pp | 71.39%+3162.4pp | 345.32%+2888.4pp |
| Employer contribution / active EE | $2,894 | $5,261-45.0% | $4,735-38.9% | $4,762-39.2% |
| Participant deferral / active EE | $5,947 | $7,109-16.3% | $6,709-11.4% | $5,850+1.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |