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 | $9,337 | $202,318-95.4% | $172,739-94.6% | $152,861-93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.21% | 1029.65%-1000.4pp | 802.84%-773.6pp | 345.32%-316.1pp |
| Employer contribution / active EE | $1,677 | $5,856-71.4% | $5,143-67.4% | $4,762-64.8% |
| Participant deferral / active EE | $3,556 | $5,948-40.2% | $5,198-31.6% | $5,850-39.2% |
| Admin fee / account holder | $82 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |