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 5-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 | $13,893 | $86,286-83.9% | $111,297-87.5% | $85,850-83.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 540.33% | 19.99%+520.3pp | 54.65%+485.7pp | 318.53%+221.8pp |
| Employer contribution / active EE | $1,671 | $2,043-18.2% | $2,731-38.8% | $2,565-34.9% |
| Participant deferral / active EE | $3,310 | $3,641-9.1% | $4,487-26.2% | $3,952-16.2% |
| Admin fee / account holder | $151 | $8,188-98.2% | $7,964-98.1% | $6,260-97.6% |