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 7-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 | $17,730 | $183,963-90.4% | $162,163-89.1% | $152,861-88.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.63% | 150.76%-119.1pp | 115.59%-84.0pp | 345.32%-313.7pp |
| Employer contribution / active EE | $3,449 | $6,371-45.9% | $5,614-38.6% | $4,762-27.6% |
| Participant deferral / active EE | $3,449 | $8,034-57.1% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |