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 7-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 | $10,484 | $118,450-91.1% | $98,439-89.4% | $139,434-92.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.62% | 18.94%+1.7pp | 21.16%-0.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,107 | $3,609-69.3% | $3,048-63.7% | $4,751-76.7% |
| Participant deferral / active EE | $1,998 | $5,392-62.9% | $4,738-57.8% | $6,710-70.2% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |