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 | $24,341 | $202,318-88.0% | $172,739-85.9% | $152,861-84.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.75% | 1029.65%-1003.9pp | 802.84%-777.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,642 | $5,856-54.9% | $5,143-48.6% | $4,762-44.5% |
| Participant deferral / active EE | $5,415 | $5,948-9.0% | $5,198+4.2% | $5,850-7.4% |
| Admin fee / account holder | $268 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |