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 | $25,563 | $209,832-87.8% | $189,513-86.5% | $167,490-84.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.59% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,984 | $6,914-71.3% | $6,162-67.8% | $4,837-59.0% |
| Participant deferral / active EE | $5,943 | $8,935-33.5% | $8,221-27.7% | $6,341-6.3% |
| Admin fee / account holder | $54 | $14,293-99.6% | $12,045-99.6% | $12,309-99.6% |