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 | $6,804 | $202,318-96.6% | $172,739-96.1% | $152,861-95.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 50.11% | 1029.65%-979.5pp | 802.84%-752.7pp | 345.32%-295.2pp |
| Employer contribution / active EE | $1,272 | $5,856-78.3% | $5,143-75.3% | $4,762-73.3% |
| Participant deferral / active EE | $3,407 | $5,948-42.7% | $5,198-34.4% | $5,850-41.8% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |