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 | $20,684 | $226,064-90.9% | $182,532-88.7% | $152,861-86.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 32.49% | 192.51%-160.0pp | 148.54%-116.0pp | 345.32%-312.8pp |
| Employer contribution / active EE | $10,579 | $4,978+112.5% | $4,076+159.5% | $4,762+122.1% |
| Participant deferral / active EE | $1,733 | $6,368-72.8% | $5,524-68.6% | $5,850-70.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |