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 | $15,934 | $165,984-90.4% | $164,813-90.3% | $145,922-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 39.06% | 100.03%-61.0pp | 69.93%-30.9pp | 561.29%-522.2pp |
| Employer contribution / active EE | $4,623 | $5,273-12.3% | $4,341+6.5% | $4,660-0.8% |
| Participant deferral / active EE | $7,754 | $6,959+11.4% | $6,031+28.6% | $6,688+15.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |