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 | $17,475 | $202,318-91.4% | $172,739-89.9% | $152,861-88.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 36.75% | 1029.65%-992.9pp | 802.84%-766.1pp | 345.32%-308.6pp |
| Employer contribution / active EE | $1,782 | $5,856-69.6% | $5,143-65.4% | $4,762-62.6% |
| Participant deferral / active EE | $8,691 | $5,948+46.1% | $5,198+67.2% | $5,850+48.6% |
| Admin fee / account holder | $106 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |