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 | $232,240 | $525,611-55.8% | $88,015+163.9% | $525,611-55.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 94.1%+5.9pp | 87.0%+13.0pp |
| Annual return | 9.15% | 8.71%+0.4pp | -3.19%+12.3pp | 8.71%+0.4pp |
| Employer contribution / active EE | $22,500 | $21,932+2.6% | $39,942-43.7% | $21,932+2.6% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $1,602-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $5,469-100.0% | $41,812-100.0% |