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 | $13,303 | $197,591-93.3% | $177,821-92.5% | $158,922-91.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 403.33% | 58.76%+344.6pp | 48.32%+355.0pp | 302.83%+100.5pp |
| Employer contribution / active EE | $4,400 | $6,697-34.3% | $5,918-25.7% | $4,761-7.6% |
| Participant deferral / active EE | $5,500 | $8,405-34.6% | $7,714-28.7% | $5,982-8.1% |
| Admin fee / account holder | $50 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |