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 | $6,343 | $202,318-96.9% | $172,739-96.3% | $152,861-95.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 1029.65%-1009.6pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,238 | $5,856-78.9% | $5,143-75.9% | $4,762-74.0% |
| Participant deferral / active EE | $2,554 | $5,948-57.1% | $5,198-50.9% | $5,850-56.3% |
| Admin fee / account holder | $21 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |