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 | $9,501 | $63,346-85.0% | $92,233-89.7% | $70,131-86.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,813 | $2,471+13.8% | $3,679-23.6% | $2,342+20.1% |
| Participant deferral / active EE | $7,405 | $2,854+159.5% | $3,897+90.0% | $3,332+122.2% |
| Admin fee / account holder | $297 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |