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 | $8,140 | $202,318-96.0% | $172,739-95.3% | $152,861-94.7% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 69.17% | 1029.65%-960.5pp | 802.84%-733.7pp | 345.32%-276.1pp |
| Employer contribution / active EE | $2,139 | $5,856-63.5% | $5,143-58.4% | $4,762-55.1% |
| Participant deferral / active EE | $3,785 | $5,948-36.4% | $5,198-27.2% | $5,850-35.3% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |