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 | $11,782 | $176,662-93.3% | $130,648-91.0% | $152,861-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 11.44% | 2692.24%-2680.8pp | 1708.96%-1697.5pp | 345.32%-333.9pp |
| Employer contribution / active EE | $4,472 | $5,742-22.1% | $4,092+9.3% | $4,762-6.1% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $51 | $7,133-99.3% | $5,464-99.1% | $11,596-99.6% |