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 9-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 | $30,298 | $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 | 22.04% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,084 | $5,856-64.4% | $5,143-59.5% | $4,762-56.2% |
| Participant deferral / active EE | $4,498 | $5,948-24.4% | $5,198-13.5% | $5,850-23.1% |
| Admin fee / account holder | $232 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |