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 | $15,862 | $202,318-92.2% | $172,739-90.8% | $152,861-89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 45.84% | 1029.65%-983.8pp | 802.84%-757.0pp | 345.32%-299.5pp |
| Employer contribution / active EE | $3,846 | $5,856-34.3% | $5,143-25.2% | $4,762-19.2% |
| Participant deferral / active EE | $7,277 | $5,948+22.3% | $5,198+40.0% | $5,850+24.4% |
| Admin fee / account holder | $41 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |