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 | $24,452 | $202,318-87.9% | $172,739-85.8% | $152,861-84.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.20% | 1029.65%-999.5pp | 802.84%-772.6pp | 345.32%-315.1pp |
| Employer contribution / active EE | $3,424 | $5,856-41.5% | $5,143-33.4% | $4,762-28.1% |
| Participant deferral / active EE | $13,169 | $5,948+121.4% | $5,198+153.4% | $5,850+125.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |