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 | $16,621 | $183,963-91.0% | $162,163-89.8% | $152,861-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1958.00% | 150.76%+1807.2pp | 115.59%+1842.4pp | 345.32%+1612.7pp |
| Employer contribution / active EE | $1,405 | $6,371-77.9% | $5,614-75.0% | $4,762-70.5% |
| Participant deferral / active EE | $3,485 | $8,034-56.6% | $7,298-52.2% | $5,850-40.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |