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 | $21,297 | $183,963-88.4% | $162,163-86.9% | $152,861-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.09% | 150.76%-128.7pp | 115.59%-93.5pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,723 | $6,371-57.3% | $5,614-51.5% | $4,762-42.8% |
| Participant deferral / active EE | $3,066 | $8,034-61.8% | $7,298-58.0% | $5,850-47.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |