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 | $6,579 | $99,020-93.4% | $86,590-92.4% | $147,584-95.5% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,714 | $3,132-45.3% | $2,839-39.6% | $4,876-64.9% |
| Participant deferral / active EE | $4,040 | $3,972+1.7% | $3,609+12.0% | $5,439-25.7% |
| Admin fee / account holder | $86 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |