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 | $29,578 | $202,318-85.4% | $172,739-82.9% | $152,861-80.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.12% | 1029.65%-1003.5pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,023 | $5,856-31.3% | $5,143-21.8% | $4,762-15.5% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $238 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |