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 | $22,555 | $202,318-88.9% | $172,739-86.9% | $152,861-85.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.60% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,736 | $5,856-19.1% | $5,143-7.9% | $4,762-0.6% |
| Participant deferral / active EE | $2,280 | $5,948-61.7% | $5,198-56.1% | $5,850-61.0% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |