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 | $13,886 | $214,378-93.5% | $200,582-93.1% | $142,382-90.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 61.58% | 46.41%+15.2pp | 42.33%+19.3pp | 217.08%-155.5pp |
| Employer contribution / active EE | $2,574 | $6,841-62.4% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $7,775 | $9,865-21.2% | $9,331-16.7% | $6,507+19.5% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |