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 | $18,767 | $197,591-90.5% | $177,821-89.4% | $158,922-88.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,642 | $6,697-75.5% | $5,918-72.3% | $4,761-65.5% |
| Participant deferral / active EE | $10,077 | $8,405+19.9% | $7,714+30.6% | $5,982+68.4% |
| Admin fee / account holder | $60 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |