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 | $26,698 | $183,963-85.5% | $162,163-83.5% | $152,861-82.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 109.00% | 150.76%-41.8pp | 115.59%-6.6pp | 345.32%-236.3pp |
| Employer contribution / active EE | $6,884 | $6,371+8.1% | $5,614+22.6% | $4,762+44.6% |
| Participant deferral / active EE | $9,721 | $8,034+21.0% | $7,298+33.2% | $5,850+66.2% |
| Admin fee / account holder | $1 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |