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 | $11,859 | $183,963-93.6% | $162,163-92.7% | $152,861-92.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,588 | $6,371-59.4% | $5,614-53.9% | $4,762-45.6% |
| Participant deferral / active EE | $3,748 | $8,034-53.4% | $7,298-48.7% | $5,850-35.9% |
| Admin fee / account holder | $230 | $13,121-98.3% | $10,843-97.9% | $11,596-98.0% |