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 | $13,485 | $202,318-93.3% | $172,739-92.2% | $152,861-91.2% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 47.11% | 1029.65%-982.5pp | 802.84%-755.7pp | 345.32%-298.2pp |
| Employer contribution / active EE | $1,821 | $5,856-68.9% | $5,143-64.6% | $4,762-61.8% |
| Participant deferral / active EE | $4,413 | $5,948-25.8% | $5,198-15.1% | $5,850-24.6% |
| Admin fee / account holder | $113 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |