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 | $20,004 | $217,402-90.8% | $185,823-89.2% | $167,490-88.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 22.01% | 148.36%-126.3pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $1,782 | $5,873-69.7% | $5,167-65.5% | $4,837-63.2% |
| Participant deferral / active EE | $5,657 | $6,356-11.0% | $5,568+1.6% | $6,341-10.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |