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 | $18,542 | $202,318-90.8% | $172,739-89.3% | $152,861-87.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 31.36% | 1029.65%-998.3pp | 802.84%-771.5pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,432 | $5,856-75.5% | $5,143-72.2% | $4,762-69.9% |
| Participant deferral / active EE | $4,947 | $5,948-16.8% | $5,198-4.8% | $5,850-15.4% |
| Admin fee / account holder | $179 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |