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 | $7,751 | $99,020-92.2% | $86,590-91.0% | $147,584-94.7% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $451 | $3,132-85.6% | $2,839-84.1% | $4,876-90.8% |
| Participant deferral / active EE | $5,688 | $3,972+43.2% | $3,609+57.6% | $5,439+4.6% |
| Admin fee / account holder | $296 | $5,710-94.8% | $4,906-94.0% | $10,885-97.3% |