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 | $4,464 | $202,318-97.8% | $172,739-97.4% | $152,861-97.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 116.57% | 1029.65%-913.1pp | 802.84%-686.3pp | 345.32%-228.8pp |
| Employer contribution / active EE | $4,687 | $5,856-20.0% | $5,143-8.9% | $4,762-1.6% |
| Participant deferral / active EE | $3,817 | $5,948-35.8% | $5,198-26.6% | $5,850-34.7% |
| Admin fee / account holder | $233 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |