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 | $6,595 | $190,805-96.5% | $159,960-95.9% | $134,475-95.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 94.89% | 552.23%-457.3pp | 408.60%-313.7pp | 417.96%-323.1pp |
| Employer contribution / active EE | $1,981 | $4,995-60.3% | $4,226-53.1% | $4,740-58.2% |
| Participant deferral / active EE | $2,872 | $6,923-58.5% | $6,182-53.6% | $6,400-55.1% |
| Admin fee / account holder | $15 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |