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 | $17,953 | $202,318-91.1% | $172,739-89.6% | $152,861-88.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 36.96% | 1029.65%-992.7pp | 802.84%-765.9pp | 345.32%-308.4pp |
| Employer contribution / active EE | $1,797 | $5,856-69.3% | $5,143-65.0% | $4,762-62.3% |
| Participant deferral / active EE | $4,133 | $5,948-30.5% | $5,198-20.5% | $5,850-29.3% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |