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 | $6,363 | $99,652-93.6% | $78,778-91.9% | $147,584-95.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 69.2%+23.1pp | 82.8%+9.5pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,522 | $2,796-45.6% | $1,986-23.4% | $4,876-68.8% |
| Participant deferral / active EE | $3,423 | $3,664-6.6% | $2,958+15.7% | $5,439-37.1% |
| Admin fee / account holder | $73 | $7,155-99.0% | $5,134-98.6% | $10,885-99.3% |