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 8-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 | $13,011 | $202,318-93.6% | $172,739-92.5% | $152,861-91.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,637 | $5,856-37.9% | $5,143-29.3% | $4,762-23.6% |
| Participant deferral / active EE | $5,997 | $5,948+0.8% | $5,198+15.4% | $5,850+2.5% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |