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 | $10,144 | $85,766-88.2% | $136,294-92.6% | $70,131-85.5% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,139 | $2,966+5.8% | $4,695-33.1% | $2,342+34.0% |
| Participant deferral / active EE | $4,047 | $5,051-19.9% | $6,247-35.2% | $3,332+21.5% |
| Admin fee / account holder | $62 | $5,420-98.9% | $9,243-99.3% | $4,645-98.7% |