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 | $17,373 | $176,056-90.1% | $159,436-89.1% | $167,490-89.6% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,460 | $5,297-15.8% | $4,829-7.7% | $4,837-7.8% |
| Participant deferral / active EE | $6,026 | $7,750-22.2% | $7,352-18.0% | $6,341-5.0% |
| Admin fee / account holder | $43 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |