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 | $16,247 | $112,881-85.6% | $90,951-82.1% | $158,922-89.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.89% | 215.79%-191.9pp | 134.60%-110.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,792 | $2,893-3.5% | $2,122+31.6% | $4,761-41.4% |
| Participant deferral / active EE | $3,932 | $4,128-4.7% | $3,373+16.6% | $5,982-34.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |