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 | $25,524 | $202,318-87.4% | $172,739-85.2% | $152,861-83.3% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 38.20% | 1029.65%-991.4pp | 802.84%-764.6pp | 345.32%-307.1pp |
| Employer contribution / active EE | $3,108 | $5,856-46.9% | $5,143-39.6% | $4,762-34.7% |
| Participant deferral / active EE | $6,791 | $5,948+14.2% | $5,198+30.7% | $5,850+16.1% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |