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 | $11,906 | $105,998-88.8% | $92,233-87.1% | $147,584-91.9% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 23.07% | 50.05%-27.0pp | 176.28%-153.2pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,693 | $4,333-60.9% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $3,595 | $4,478-19.7% | $3,897-7.8% | $5,439-33.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |