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 9-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 | $25,793 | $135,635-81.0% | $110,238-76.6% | $135,375-80.9% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 93.28% | 513.19%-419.9pp | 314.74%-221.5pp | 519.73%-426.5pp |
| Employer contribution / active EE | $2,489 | $4,906-49.3% | $3,826-35.0% | $4,779-47.9% |
| Participant deferral / active EE | $4,068 | $5,506-26.1% | $4,672-12.9% | $5,609-27.5% |
| Admin fee / account holder | $129 | $11,457-98.9% | $8,547-98.5% | $10,827-98.8% |