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 7-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 | $8,932 | $226,064-96.0% | $182,532-95.1% | $152,861-94.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,463 | $4,978-50.5% | $4,076-39.6% | $4,762-48.3% |
| Participant deferral / active EE | $5,163 | $6,368-18.9% | $5,524-6.5% | $5,850-11.7% |
| Admin fee / account holder | $10 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |