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 | $24,986 | $202,318-87.7% | $172,739-85.5% | $152,861-83.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 26.43% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,886 | $5,856-67.8% | $5,143-63.3% | $4,762-60.4% |
| Participant deferral / active EE | $5,012 | $5,948-15.7% | $5,198-3.6% | $5,850-14.3% |
| Admin fee / account holder | $104 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |