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 | $12,717 | $202,318-93.7% | $172,739-92.6% | $152,861-91.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 28.49% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $2,091 | $5,856-64.3% | $5,143-59.3% | $4,762-56.1% |
| Participant deferral / active EE | $2,353 | $5,948-60.4% | $5,198-54.7% | $5,850-59.8% |
| Admin fee / account holder | $70 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |