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 | $17,962 | $124,319-85.6% | $111,297-83.9% | $167,490-89.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.98% | 37.44%-20.5pp | 54.65%-37.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,823 | $3,435-17.8% | $2,731+3.4% | $4,837-41.7% |
| Participant deferral / active EE | $7,072 | $5,180+36.5% | $4,487+57.6% | $6,341+11.5% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |