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 | $11,943 | $171,865-93.1% | $149,718-92.0% | $147,584-91.9% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 37.88% | 2113.22%-2075.3pp | 1501.63%-1463.8pp | 578.55%-540.7pp |
| Employer contribution / active EE | $1,330 | $6,275-78.8% | $5,445-75.6% | $4,876-72.7% |
| Participant deferral / active EE | $4,117 | $7,271-43.4% | $6,569-37.3% | $5,439-24.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |