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 | $14,422 | $211,958-93.2% | $169,463-91.5% | $135,375-89.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 48.93% | 3.26%+45.7pp | 1.83%+47.1pp | 519.73%-470.8pp |
| Employer contribution / active EE | $1,040 | $5,120-79.7% | $4,159-75.0% | $4,779-78.2% |
| Participant deferral / active EE | $6,753 | $6,075+11.2% | $5,277+28.0% | $5,609+20.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |