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 | $30,830 | $202,318-84.8% | $172,739-82.2% | $152,861-79.8% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 12.63% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $9,388 | $5,856+60.3% | $5,143+82.5% | $4,762+97.1% |
| Participant deferral / active EE | $7,540 | $5,948+26.8% | $5,198+45.1% | $5,850+28.9% |
| Admin fee / account holder | $47 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |