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 6-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 | $9,817 | $112,881-91.3% | $90,951-89.2% | $158,922-93.8% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $728 | $2,893-74.8% | $2,122-65.7% | $4,761-84.7% |
| Participant deferral / active EE | $5,780 | $4,128+40.0% | $3,373+71.4% | $5,982-3.4% |
| Admin fee / account holder | $71 | $8,041-99.1% | $5,959-98.8% | $11,246-99.4% |