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 | $31,891 | $209,832-84.8% | $189,513-83.2% | $167,490-81.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.59% | 748.27%-722.7pp | 555.15%-529.6pp | 478.56%-453.0pp |
| Employer contribution / active EE | $2,931 | $6,914-57.6% | $6,162-52.4% | $4,837-39.4% |
| Participant deferral / active EE | $12,600 | $8,935+41.0% | $8,221+53.3% | $6,341+98.7% |
| Admin fee / account holder | $10 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |