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 | $17,985 | $202,318-91.1% | $172,739-89.6% | $152,861-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.37% | 1029.65%-992.3pp | 802.84%-765.5pp | 345.32%-307.9pp |
| Employer contribution / active EE | $6,951 | $5,856+18.7% | $5,143+35.2% | $4,762+46.0% |
| Participant deferral / active EE | $6,271 | $5,948+5.4% | $5,198+20.7% | $5,850+7.2% |
| Admin fee / account holder | $130 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |