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 | $9,765 | $183,963-94.7% | $162,163-94.0% | $152,861-93.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,960 | $6,371-69.2% | $5,614-65.1% | $4,762-58.8% |
| Participant deferral / active EE | $7,078 | $8,034-11.9% | $7,298-3.0% | $5,850+21.0% |
| Admin fee / account holder | $119 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |