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 9-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 | $12,466 | $104,251-88.0% | $91,001-86.3% | $147,584-91.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,368 | $3,116+136.5% | $2,456+200.0% | $4,876+51.1% |
| Participant deferral / active EE | $6,486 | $4,195+54.6% | $3,547+82.8% | $5,439+19.3% |
| Admin fee / account holder | $35 | $8,948-99.6% | $5,417-99.3% | $10,885-99.7% |