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 | $27,206 | $183,963-85.2% | $162,163-83.2% | $152,861-82.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 49.27% | 150.76%-101.5pp | 115.59%-66.3pp | 345.32%-296.0pp |
| Employer contribution / active EE | $4,113 | $6,371-35.4% | $5,614-26.7% | $4,762-13.6% |
| Participant deferral / active EE | $13,143 | $8,034+63.6% | $7,298+80.1% | $5,850+124.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |