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 6-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 | $10,016 | $228,332-95.6% | $185,823-94.6% | $158,922-93.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,423 | $4,967-51.2% | $4,087-40.7% | $4,761-49.1% |
| Participant deferral / active EE | $4,300 | $6,415-33.0% | $5,632-23.6% | $5,982-28.1% |
| Admin fee / account holder | $93 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |