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 6-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 | $20,232 | $176,056-88.5% | $159,436-87.3% | $167,490-87.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.66% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,160 | $5,297-40.4% | $4,829-34.6% | $4,837-34.7% |
| Participant deferral / active EE | $3,550 | $7,750-54.2% | $7,352-51.7% | $6,341-44.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |