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 8-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 | $26,629 | $202,318-86.8% | $172,739-84.6% | $152,861-82.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.36% | 1029.65%-1006.3pp | 802.84%-779.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,234 | $5,856-27.7% | $5,143-17.7% | $4,762-11.1% |
| Participant deferral / active EE | $5,518 | $5,948-7.2% | $5,198+6.2% | $5,850-5.7% |
| Admin fee / account holder | $277 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |