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 | $17,020 | $202,318-91.6% | $172,739-90.1% | $152,861-88.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.85% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,554 | $5,856-73.5% | $5,143-69.8% | $4,762-67.4% |
| Participant deferral / active EE | $7,855 | $5,948+32.1% | $5,198+51.1% | $5,850+34.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |