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 | $5,972 | $198,466-97.0% | $170,442-96.5% | $147,584-96.0% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,443 | $6,184-76.7% | $5,433-73.4% | $4,876-70.4% |
| Participant deferral / active EE | $2,757 | $5,629-51.0% | $4,939-44.2% | $5,439-49.3% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |