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 7-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 | $9,994 | $226,064-95.6% | $182,532-94.5% | $152,861-93.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 39.09% | 192.51%-153.4pp | 148.54%-109.5pp | 345.32%-306.2pp |
| Employer contribution / active EE | $2,258 | $4,978-54.7% | $4,076-44.6% | $4,762-52.6% |
| Participant deferral / active EE | $5,061 | $6,368-20.5% | $5,524-8.4% | $5,850-13.5% |
| Admin fee / account holder | $126 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |