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 | $23,509 | $180,449-87.0% | $154,107-84.7% | $135,375-82.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 1968.04% | 888.09%+1079.9pp | 735.12%+1232.9pp | 519.73%+1448.3pp |
| Employer contribution / active EE | $4,697 | $6,035-22.2% | $5,298-11.3% | $4,779-1.7% |
| Participant deferral / active EE | $4,102 | $5,806-29.3% | $5,081-19.3% | $5,609-26.9% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |