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 7-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 | $9,889 | $202,318-95.1% | $172,739-94.3% | $152,861-93.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 32.91% | 1029.65%-996.7pp | 802.84%-769.9pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,775 | $5,856-69.7% | $5,143-65.5% | $4,762-62.7% |
| Participant deferral / active EE | $4,997 | $5,948-16.0% | $5,198-3.9% | $5,850-14.6% |
| Admin fee / account holder | $174 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |