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 | $12,492 | $171,865-92.7% | $149,718-91.7% | $147,584-91.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.82% | 2113.22%-2100.4pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,821 | $6,275-55.1% | $5,445-48.2% | $4,876-42.2% |
| Participant deferral / active EE | $3,535 | $7,271-51.4% | $6,569-46.2% | $5,439-35.0% |
| Admin fee / account holder | $26 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |