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 6-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 | $18,905 | $217,402-91.3% | $185,823-89.8% | $167,490-88.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.37% | 148.36%-126.0pp | 122.05%-99.7pp | 478.56%-456.2pp |
| Employer contribution / active EE | $14,692 | $5,873+150.2% | $5,167+184.3% | $4,837+203.7% |
| Participant deferral / active EE | $8,942 | $6,356+40.7% | $5,568+60.6% | $6,341+41.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |