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 | $20,105 | $183,963-89.1% | $162,163-87.6% | $152,861-86.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 37.84% | 150.76%-112.9pp | 115.59%-77.7pp | 345.32%-307.5pp |
| Employer contribution / active EE | $2,921 | $6,371-54.1% | $5,614-48.0% | $4,762-38.7% |
| Participant deferral / active EE | $6,926 | $8,034-13.8% | $7,298-5.1% | $5,850+18.4% |
| Admin fee / account holder | $67 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |