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 | $19,069 | $73,933-74.2% | $96,683-80.3% | $75,163-74.6% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 24.50% | 26.70%-2.2pp | 35.69%-11.2pp | 160.62%-136.1pp |
| Employer contribution / active EE | $4,244 | $2,928+45.0% | $3,737+13.6% | $2,670+59.0% |
| Participant deferral / active EE | $2,433 | $3,659-33.5% | $4,878-50.1% | $4,125-41.0% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |