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 | $17,202 | $228,332-92.5% | $185,823-90.7% | $158,922-89.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.55% | 40.80%-5.3pp | 35.95%-0.4pp | 302.83%-267.3pp |
| Employer contribution / active EE | $2,129 | $4,967-57.1% | $4,087-47.9% | $4,761-55.3% |
| Participant deferral / active EE | $3,120 | $6,415-51.4% | $5,632-44.6% | $5,982-47.8% |
| Admin fee / account holder | $62 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |