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 | $17,609 | $106,890-83.5% | $84,015-79.0% | $152,861-88.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 53.58% | 104.99%-51.4pp | 71.31%-17.7pp | 345.32%-291.7pp |
| Employer contribution / active EE | $4,282 | $2,734+56.6% | $1,983+115.9% | $4,762-10.1% |
| Participant deferral / active EE | $12,909 | $4,011+221.8% | $3,239+298.6% | $5,850+120.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |