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 | $14,134 | $138,065-89.8% | $123,544-88.6% | $135,375-89.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 50.94% | 153.68%-102.7pp | 119.20%-68.3pp | 519.73%-468.8pp |
| Employer contribution / active EE | $4,500 | $5,151-12.7% | $4,628-2.8% | $4,779-5.8% |
| Participant deferral / active EE | $5,899 | $6,799-13.2% | $6,426-8.2% | $5,609+5.2% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |