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 | $12,701 | $209,832-93.9% | $189,513-93.3% | $167,490-92.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 330.37% | 748.27%-417.9pp | 555.15%-224.8pp | 478.56%-148.2pp |
| Employer contribution / active EE | $4,561 | $6,914-34.0% | $6,162-26.0% | $4,837-5.7% |
| Participant deferral / active EE | $6,832 | $8,935-23.5% | $8,221-16.9% | $6,341+7.7% |
| Admin fee / account holder | $7 | $14,293-100.0% | $12,045-99.9% | $12,309-99.9% |