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 | $15,669 | $202,318-92.3% | $172,739-90.9% | $152,861-89.7% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 25.37% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,826 | $5,856-51.7% | $5,143-45.0% | $4,762-40.7% |
| Participant deferral / active EE | $4,247 | $5,948-28.6% | $5,198-18.3% | $5,850-27.4% |
| Admin fee / account holder | $156 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |