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 | $11,517 | $138,065-91.7% | $123,544-90.7% | $135,375-91.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 84.81% | 153.68%-68.9pp | 119.20%-34.4pp | 519.73%-434.9pp |
| Employer contribution / active EE | $1,705 | $5,151-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $3,467 | $6,799-49.0% | $6,426-46.0% | $5,609-38.2% |
| Admin fee / account holder | $198 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |