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 | $21,512 | $202,318-89.4% | $172,739-87.5% | $152,861-85.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1131.68% | 1029.65%+102.0pp | 802.84%+328.8pp | 345.32%+786.4pp |
| Employer contribution / active EE | $1,304 | $5,856-77.7% | $5,143-74.6% | $4,762-72.6% |
| Participant deferral / active EE | $2,983 | $5,948-49.9% | $5,198-42.6% | $5,850-49.0% |
| Admin fee / account holder | $171 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |