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 | $21,503 | $142,405-84.9% | $115,157-81.3% | $152,861-85.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.05% | 41.48%-24.4pp | 35.60%-18.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $3,420 | $4,010-14.7% | $3,179+7.6% | $4,762-28.2% |
| Participant deferral / active EE | $9,064 | $5,164+75.5% | $4,168+117.4% | $5,850+54.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |