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 6-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 | $24,564 | $217,402-88.7% | $185,823-86.8% | $167,490-85.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.33% | 148.36%-120.0pp | 122.05%-93.7pp | 478.56%-450.2pp |
| Employer contribution / active EE | $6,021 | $5,873+2.5% | $5,167+16.5% | $4,837+24.5% |
| Participant deferral / active EE | $9,943 | $6,356+56.4% | $5,568+78.6% | $6,341+56.8% |
| Admin fee / account holder | $5 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |