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 | $11,254 | $165,584-93.2% | $142,942-92.1% | $137,256-91.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 20.03% | 164.22%-144.2pp | 113.70%-93.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,916 | $4,725-59.5% | $4,139-53.7% | $4,156-53.9% |
| Participant deferral / active EE | $2,471 | $8,194-69.8% | $7,128-65.3% | $6,407-61.4% |
| Admin fee / account holder | $32 | $16,167-99.8% | $12,475-99.7% | $12,270-99.7% |