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 | $14,499 | $202,318-92.8% | $172,739-91.6% | $152,861-90.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 30.45% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $1,577 | $5,856-73.1% | $5,143-69.3% | $4,762-66.9% |
| Participant deferral / active EE | $5,708 | $5,948-4.0% | $5,198+9.8% | $5,850-2.4% |
| Admin fee / account holder | $21 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |