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 | $16,969 | $180,449-90.6% | $154,107-89.0% | $135,375-87.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 46.71% | 888.09%-841.4pp | 735.12%-688.4pp | 519.73%-473.0pp |
| Employer contribution / active EE | $6,145 | $6,035+1.8% | $5,298+16.0% | $4,779+28.6% |
| Participant deferral / active EE | $4,043 | $5,806-30.4% | $5,081-20.4% | $5,609-27.9% |
| Admin fee / account holder | $72 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |