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 | $9,922 | $106,890-90.7% | $84,015-88.2% | $152,861-93.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $752 | $2,734-72.5% | $1,983-62.1% | $4,762-84.2% |
| Participant deferral / active EE | $6,402 | $4,011+59.6% | $3,239+97.7% | $5,850+9.4% |
| Admin fee / account holder | $27 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |