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 | $7,426 | $162,781-95.4% | $133,956-94.5% | $158,922-95.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,948 | $4,975-60.9% | $3,919-50.3% | $4,761-59.1% |
| Participant deferral / active EE | $5,778 | $5,911-2.2% | $5,048+14.5% | $5,982-3.4% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |