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 | $12,185 | $167,307-92.7% | $143,757-91.5% | $134,475-90.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 248.87% | 0.46%+248.4pp | -0.04%+248.9pp | 417.96%-169.1pp |
| Employer contribution / active EE | $1,910 | $5,619-66.0% | $4,951-61.4% | $4,740-59.7% |
| Participant deferral / active EE | $3,933 | $6,446-39.0% | $5,637-30.2% | $6,400-38.5% |
| Admin fee / account holder | $282 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |