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 | $22,232 | $202,318-89.0% | $172,739-87.1% | $152,861-85.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.41% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $2,120 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $7,500 | $5,948+26.1% | $5,198+44.3% | $5,850+28.2% |
| Admin fee / account holder | $128 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |