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 | $30,279 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 27.11% | 2113.22%-2086.1pp | 1501.63%-1474.5pp | 578.55%-551.4pp |
| Employer contribution / active EE | $3,114 | $6,275-50.4% | $5,445-42.8% | $4,876-36.1% |
| Participant deferral / active EE | $8,079 | $7,271+11.1% | $6,569+23.0% | $5,439+48.5% |
| Admin fee / account holder | $39 | $13,799-99.7% | $11,283-99.7% | $10,885-99.6% |