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 9-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 | $16,946 | $159,901-89.4% | $146,958-88.5% | $145,922-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.15% | 98.13%-58.0pp | 418.34%-378.2pp | 561.29%-521.1pp |
| Employer contribution / active EE | $2,550 | $5,286-51.8% | $4,933-48.3% | $4,660-45.3% |
| Participant deferral / active EE | $8,305 | $8,428-1.5% | $8,070+2.9% | $6,688+24.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |