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 6-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 | $16,142 | $197,591-91.8% | $177,821-90.9% | $158,922-89.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,750 | $6,697-73.9% | $5,918-70.4% | $4,761-63.2% |
| Participant deferral / active EE | $3,342 | $8,405-60.2% | $7,714-56.7% | $5,982-44.1% |
| Admin fee / account holder | $114 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |