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 | $8,854 | $209,832-95.8% | $189,513-95.3% | $167,490-94.7% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,657 | $6,914-76.0% | $6,162-73.1% | $4,837-65.7% |
| Participant deferral / active EE | $4,950 | $8,935-44.6% | $8,221-39.8% | $6,341-21.9% |
| Admin fee / account holder | $52 | $14,293-99.6% | $12,045-99.6% | $12,309-99.6% |