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 | $12,792 | $171,865-92.6% | $149,718-91.5% | $147,584-91.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 32.57% | 2113.22%-2080.6pp | 1501.63%-1469.1pp | 578.55%-546.0pp |
| Employer contribution / active EE | $1,975 | $6,275-68.5% | $5,445-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $6,840 | $7,271-5.9% | $6,569+4.1% | $5,439+25.8% |
| Admin fee / account holder | $48 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |