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 5-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 | $7,203 | $227,553-96.8% | $189,557-96.2% | $167,490-95.7% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,108 | $5,316-79.2% | $4,412-74.9% | $4,837-77.1% |
| Participant deferral / active EE | $4,298 | $7,002-38.6% | $6,174-30.4% | $6,341-32.2% |
| Admin fee / account holder | $14 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |