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 | $11,135 | $116,175-90.4% | $93,606-88.1% | $152,861-92.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 95.92% | 35.96%+60.0pp | 32.76%+63.2pp | 345.32%-249.4pp |
| Employer contribution / active EE | $3,246 | $3,218+0.9% | $2,718+19.4% | $4,762-31.8% |
| Participant deferral / active EE | $5,742 | $4,603+24.7% | $4,069+41.1% | $5,850-1.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |