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 | $19,881 | $202,318-90.2% | $172,739-88.5% | $152,861-87.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 29.25% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,244 | $5,856-61.7% | $5,143-56.4% | $4,762-52.9% |
| Participant deferral / active EE | $4,462 | $5,948-25.0% | $5,198-14.2% | $5,850-23.7% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |