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 | $15,657 | $202,318-92.3% | $172,739-90.9% | $152,861-89.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 52.68% | 1029.65%-977.0pp | 802.84%-750.2pp | 345.32%-292.6pp |
| Employer contribution / active EE | $4,781 | $5,856-18.4% | $5,143-7.0% | $4,762+0.4% |
| Participant deferral / active EE | $5,162 | $5,948-13.2% | $5,198-0.7% | $5,850-11.8% |
| Admin fee / account holder | $59 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |