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 | $10,319 | $202,318-94.9% | $172,739-94.0% | $152,861-93.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 32.41% | 1029.65%-997.2pp | 802.84%-770.4pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,498 | $5,856-57.3% | $5,143-51.4% | $4,762-47.6% |
| Participant deferral / active EE | $4,307 | $5,948-27.6% | $5,198-17.1% | $5,850-26.4% |
| Admin fee / account holder | $28 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |