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 | $10,230 | $217,402-95.3% | $185,823-94.5% | $167,490-93.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.95% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,040 | $5,873-65.3% | $5,167-60.5% | $4,837-57.8% |
| Participant deferral / active EE | $5,718 | $6,356-10.0% | $5,568+2.7% | $6,341-9.8% |
| Admin fee / account holder | $34 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |