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 | $19,769 | $217,402-90.9% | $185,823-89.4% | $167,490-88.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.92% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $1,831 | $5,873-68.8% | $5,167-64.6% | $4,837-62.2% |
| Participant deferral / active EE | $4,173 | $6,356-34.4% | $5,568-25.1% | $6,341-34.2% |
| Admin fee / account holder | $12 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |