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 8-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 | $6,832 | $135,635-95.0% | $110,238-93.8% | $135,375-95.0% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,022 | $4,906-38.4% | $3,826-21.0% | $4,779-36.8% |
| Participant deferral / active EE | $4,241 | $5,506-23.0% | $4,672-9.2% | $5,609-24.4% |
| Admin fee / account holder | $143 | $11,457-98.8% | $8,547-98.3% | $10,827-98.7% |