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 | $8,118 | $165,912-95.1% | $122,332-93.4% | $147,584-94.5% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,523 | $5,754-56.2% | $4,050-37.7% | $4,876-48.3% |
| Participant deferral / active EE | $3,958 | $4,005-1.2% | $3,287+20.4% | $5,439-27.2% |
| Admin fee / account holder | $90 | $7,424-98.8% | $5,478-98.4% | $10,885-99.2% |