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 | $30,270 | $202,318-85.0% | $172,739-82.5% | $152,861-80.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 119.22% | 1029.65%-910.4pp | 802.84%-683.6pp | 345.32%-226.1pp |
| Employer contribution / active EE | $4,029 | $5,856-31.2% | $5,143-21.7% | $4,762-15.4% |
| Participant deferral / active EE | $7,166 | $5,948+20.5% | $5,198+37.9% | $5,850+22.5% |
| Admin fee / account holder | $176 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |