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 | $16,010 | $202,318-92.1% | $172,739-90.7% | $152,861-89.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 30.08% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.2pp |
| Employer contribution / active EE | $2,115 | $5,856-63.9% | $5,143-58.9% | $4,762-55.6% |
| Participant deferral / active EE | $5,929 | $5,948-0.3% | $5,198+14.1% | $5,850+1.3% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |