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 | $10,244 | $202,318-94.9% | $172,739-94.1% | $152,861-93.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 31.64% | 1029.65%-998.0pp | 802.84%-771.2pp | 345.32%-313.7pp |
| Employer contribution / active EE | $1,503 | $5,856-74.3% | $5,143-70.8% | $4,762-68.4% |
| Participant deferral / active EE | $3,490 | $5,948-41.3% | $5,198-32.9% | $5,850-40.3% |
| Admin fee / account holder | $31 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |