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 | $10,169 | $202,318-95.0% | $172,739-94.1% | $152,861-93.3% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 51.70% | 1029.65%-977.9pp | 802.84%-751.1pp | 345.32%-293.6pp |
| Employer contribution / active EE | $2,559 | $5,856-56.3% | $5,143-50.2% | $4,762-46.3% |
| Participant deferral / active EE | $3,443 | $5,948-42.1% | $5,198-33.8% | $5,850-41.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |