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 | $18,338 | $202,318-90.9% | $172,739-89.4% | $152,861-88.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.70% | 1029.65%-1007.0pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,828 | $5,856-68.8% | $5,143-64.5% | $4,762-61.6% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,850-36.8% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |