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 8-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 | $10,983 | $150,440-92.7% | $136,294-91.9% | $147,584-92.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,119 | $5,256-78.7% | $4,695-76.2% | $4,876-77.0% |
| Participant deferral / active EE | $6,245 | $6,630-5.8% | $6,2470% | $5,439+14.8% |
| Admin fee / account holder | $18 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |