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 | $32,605 | $171,865-81.0% | $149,718-78.2% | $147,584-77.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 165.82% | 2113.22%-1947.4pp | 1501.63%-1335.8pp | 578.55%-412.7pp |
| Employer contribution / active EE | $1,551 | $6,275-75.3% | $5,445-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $2,895 | $7,271-60.2% | $6,569-55.9% | $5,439-46.8% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |