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 3-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 | $9,675 | $159,901-93.9% | $146,958-93.4% | $145,922-93.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.65% | 98.13%-65.5pp | 418.34%-385.7pp | 561.29%-528.6pp |
| Employer contribution / active EE | $2,557 | $5,286-51.6% | $4,933-48.2% | $4,660-45.1% |
| Participant deferral / active EE | $5,223 | $8,428-38.0% | $8,070-35.3% | $6,688-21.9% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |