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 | $21,673 | $183,963-88.2% | $162,163-86.6% | $152,861-85.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.93% | 150.76%-134.8pp | 115.59%-99.7pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,535 | $6,371-60.2% | $5,614-54.8% | $4,762-46.8% |
| Participant deferral / active EE | $3,997 | $8,034-50.3% | $7,298-45.2% | $5,850-31.7% |
| Admin fee / account holder | $37 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |