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 | $13,915 | $118,849-88.3% | $96,562-85.6% | $167,490-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 478.75% | 50.49%+428.3pp | 37.78%+441.0pp | 478.56%+0.2pp |
| Employer contribution / active EE | $11,423 | $3,120+266.2% | $2,356+384.7% | $4,837+136.1% |
| Participant deferral / active EE | $2,370 | $4,616-48.7% | $3,849-38.4% | $6,341-62.6% |
| Admin fee / account holder | $140 | $8,065-98.3% | $6,181-97.7% | $12,309-98.9% |