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 | $12,730 | $105,998-88.0% | $92,233-86.2% | $147,584-91.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.81% | 50.05%-27.2pp | 176.28%-153.5pp | 578.55%-555.7pp |
| Employer contribution / active EE | $10,381 | $4,333+139.6% | $3,679+182.1% | $4,876+112.9% |
| Participant deferral / active EE | $5,935 | $4,478+32.5% | $3,897+52.3% | $5,439+9.1% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |