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 | $20,676 | $180,449-88.5% | $154,107-86.6% | $135,375-84.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 22.53% | 888.09%-865.6pp | 735.12%-712.6pp | 519.73%-497.2pp |
| Employer contribution / active EE | $7,500 | $6,035+24.3% | $5,298+41.6% | $4,779+57.0% |
| Participant deferral / active EE | $4,283 | $5,806-26.2% | $5,081-15.7% | $5,609-23.6% |
| Admin fee / account holder | $140 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |