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 | $16,956 | $209,832-91.9% | $189,513-91.1% | $167,490-89.9% |
| Participation rate | 73.9% | 88.7%-14.8pp | 87.8%-13.9pp | 82.1%-8.2pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,571 | $6,914-48.4% | $6,162-42.1% | $4,837-26.2% |
| Participant deferral / active EE | $8,987 | $8,935+0.6% | $8,221+9.3% | $6,341+41.7% |
| Admin fee / account holder | $147 | $14,293-99.0% | $12,045-98.8% | $12,309-98.8% |