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 | $21,107 | $202,318-89.6% | $172,739-87.8% | $152,861-86.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.44% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,583 | $5,856-21.7% | $5,143-10.9% | $4,762-3.8% |
| Participant deferral / active EE | $3,593 | $5,948-39.6% | $5,198-30.9% | $5,850-38.6% |
| Admin fee / account holder | $128 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |