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 | $11,447 | $226,064-94.9% | $182,532-93.7% | $152,861-92.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.97% | 192.51%-167.5pp | 148.54%-123.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,083 | $4,978-78.3% | $4,076-73.4% | $4,762-77.3% |
| Participant deferral / active EE | $2,614 | $6,368-59.0% | $5,524-52.7% | $5,850-55.3% |
| Admin fee / account holder | $233 | $10,703-97.8% | $8,592-97.3% | $11,596-98.0% |