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 8-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 | $7,282 | $183,519-96.0% | $155,509-95.3% | $145,922-95.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 0.00% | 61.17%-61.2pp | 64.67%-64.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,505 | $5,313-71.7% | $4,672-67.8% | $4,660-67.7% |
| Participant deferral / active EE | $4,791 | $6,462-25.9% | $5,626-14.9% | $6,688-28.4% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |