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 5-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 | $12,747 | $124,185-89.7% | $108,410-88.2% | $167,490-92.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,769 | $4,187-33.9% | $3,558-22.2% | $4,837-42.8% |
| Participant deferral / active EE | $7,133 | $6,908+3.2% | $6,563+8.7% | $6,341+12.5% |
| Admin fee / account holder | $13 | $9,455-99.9% | $7,295-99.8% | $12,309-99.9% |