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 | $16,600 | $202,318-91.8% | $172,739-90.4% | $152,861-89.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 28.37% | 1029.65%-1001.3pp | 802.84%-774.5pp | 345.32%-316.9pp |
| Employer contribution / active EE | $1,549 | $5,856-73.5% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $6,042 | $5,948+1.6% | $5,198+16.2% | $5,850+3.3% |
| Admin fee / account holder | $58 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |