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 | $10,681 | $217,402-95.1% | $185,823-94.3% | $167,490-93.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,152 | $5,873-63.4% | $5,167-58.3% | $4,837-55.5% |
| Participant deferral / active EE | $5,700 | $6,356-10.3% | $5,568+2.4% | $6,341-10.1% |
| Admin fee / account holder | $82 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |