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 | $11,661 | $162,781-92.8% | $133,956-91.3% | $158,922-92.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 24.78% | 41.94%-17.2pp | 45.09%-20.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,360 | $5,911-43.2% | $5,048-33.4% | $5,982-43.8% |
| Admin fee / account holder | $3 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |