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 | $16,532 | $150,440-89.0% | $136,294-87.9% | $147,584-88.8% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 25.99% | 1049.08%-1023.1pp | 5155.94%-5129.9pp | 578.55%-552.6pp |
| Employer contribution / active EE | $2,275 | $5,256-56.7% | $4,695-51.6% | $4,876-53.3% |
| Participant deferral / active EE | $4,315 | $6,630-34.9% | $6,247-30.9% | $5,439-20.7% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |