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 | $12,764 | $91,552-86.1% | $133,956-90.5% | $79,858-84.0% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,423 | $2,384-40.3% | $3,919-63.7% | $2,471-42.4% |
| Participant deferral / active EE | $2,071 | $3,733-44.5% | $5,048-59.0% | $3,740-44.6% |
| Admin fee / account holder | $168 | $6,321-97.3% | $8,927-98.1% | $5,306-96.8% |