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 | $10,431 | $227,553-95.4% | $189,557-94.5% | $167,490-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 401.13% | 78.40%+322.7pp | 64.17%+337.0pp | 478.56%-77.4pp |
| Employer contribution / active EE | $3,123 | $5,316-41.3% | $4,412-29.2% | $4,837-35.4% |
| Participant deferral / active EE | $5,213 | $7,002-25.5% | $6,174-15.6% | $6,341-17.8% |
| Admin fee / account holder | $9 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |