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 8-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 | $11,427 | $183,963-93.8% | $162,163-93.0% | $152,861-92.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.97% | 150.76%-120.8pp | 115.59%-85.6pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,413 | $6,371-77.8% | $5,614-74.8% | $4,762-70.3% |
| Participant deferral / active EE | $3,922 | $8,034-51.2% | $7,298-46.3% | $5,850-33.0% |
| Admin fee / account holder | $18 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |