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 | $8,542 | $83,337-89.7% | $67,834-87.4% | $273,961-96.9% |
| Participation rate | 81.0% | 76.4%+4.5pp | 68.8%+12.2pp | 83.0%-2.1pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,050 | $3,287-68.1% | $2,403-56.3% | $4,869-78.4% |
| Participant deferral / active EE | $5,866 | $4,088+43.5% | $3,160+85.7% | $5,287+11.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |