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 7-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 | $14,092 | $183,963-92.3% | $162,163-91.3% | $152,861-90.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.57% | 150.76%-114.2pp | 115.59%-79.0pp | 345.32%-308.7pp |
| Employer contribution / active EE | $2,067 | $6,371-67.6% | $5,614-63.2% | $4,762-56.6% |
| Participant deferral / active EE | $4,979 | $8,034-38.0% | $7,298-31.8% | $5,850-14.9% |
| Admin fee / account holder | $63 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |