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 | $17,554 | $202,318-91.3% | $172,739-89.8% | $152,861-88.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.10% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,901 | $5,856-67.5% | $5,143-63.0% | $4,762-60.1% |
| Participant deferral / active EE | $3,684 | $5,948-38.1% | $5,198-29.1% | $5,850-37.0% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |