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 9-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 | $24,603 | $183,963-86.6% | $162,163-84.8% | $152,861-83.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 37.17% | 150.76%-113.6pp | 115.59%-78.4pp | 345.32%-308.2pp |
| Employer contribution / active EE | $1,492 | $6,371-76.6% | $5,614-73.4% | $4,762-68.7% |
| Participant deferral / active EE | $7,174 | $8,034-10.7% | $7,298-1.7% | $5,850+22.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |