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 | $21,556 | $171,865-87.5% | $149,718-85.6% | $147,584-85.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,598 | $6,275-74.5% | $5,445-70.7% | $4,876-67.2% |
| Participant deferral / active EE | $9,360 | $7,271+28.7% | $6,569+42.5% | $5,439+72.1% |
| Admin fee / account holder | $252 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |