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 8-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 | $9,731 | $202,318-95.2% | $172,739-94.4% | $152,861-93.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.87% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,915 | $5,856-50.2% | $5,143-43.3% | $4,762-38.8% |
| Participant deferral / active EE | $2,995 | $5,948-49.6% | $5,198-42.4% | $5,850-48.8% |
| Admin fee / account holder | $90 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |