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 | $13,455 | $138,065-90.3% | $123,544-89.1% | $135,375-90.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,290 | $5,151-75.0% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $5,909 | $6,799-13.1% | $6,426-8.0% | $5,609+5.3% |
| Admin fee / account holder | $117 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |