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 7-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 | $12,764 | $226,064-94.4% | $182,532-93.0% | $152,861-91.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $865 | $4,978-82.6% | $4,076-78.8% | $4,762-81.8% |
| Participant deferral / active EE | $9,229 | $6,368+44.9% | $5,524+67.1% | $5,850+57.8% |
| Admin fee / account holder | $2 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |