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 | $14,121 | $112,096-87.4% | $95,952-85.3% | $158,922-91.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,798 | $3,198-43.8% | $2,541-29.3% | $4,761-62.2% |
| Participant deferral / active EE | $2,765 | $4,784-42.2% | $4,167-33.6% | $5,982-53.8% |
| Admin fee / account holder | $4 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |