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 | $32,615 | $183,963-82.3% | $162,163-79.9% | $152,861-78.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 48.92% | 150.76%-101.8pp | 115.59%-66.7pp | 345.32%-296.4pp |
| Employer contribution / active EE | $2,525 | $6,371-60.4% | $5,614-55.0% | $4,762-47.0% |
| Participant deferral / active EE | $5,348 | $8,034-33.4% | $7,298-26.7% | $5,850-8.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |