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 6-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 | $10,458 | $217,402-95.2% | $185,823-94.4% | $167,490-93.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 162.66% | 148.36%+14.3pp | 122.05%+40.6pp | 478.56%-315.9pp |
| Employer contribution / active EE | $1,668 | $5,873-71.6% | $5,167-67.7% | $4,837-65.5% |
| Participant deferral / active EE | $4,413 | $6,356-30.6% | $5,568-20.7% | $6,341-30.4% |
| Admin fee / account holder | $117 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |