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 | $6,728 | $202,318-96.7% | $172,739-96.1% | $152,861-95.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 40.07% | 1029.65%-989.6pp | 802.84%-762.8pp | 345.32%-305.2pp |
| Employer contribution / active EE | $1,375 | $5,856-76.5% | $5,143-73.3% | $4,762-71.1% |
| Participant deferral / active EE | $3,319 | $5,948-44.2% | $5,198-36.1% | $5,850-43.3% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |