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 | $13,569 | $152,587-91.1% | $125,175-89.2% | $152,861-91.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,121 | $4,946-16.7% | $3,865+6.6% | $4,762-13.5% |
| Participant deferral / active EE | $8,662 | $5,868+47.6% | $4,937+75.5% | $5,850+48.1% |
| Admin fee / account holder | $226 | $13,434-98.3% | $9,702-97.7% | $11,596-98.1% |