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 9-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 | $7,235 | $144,119-95.0% | $117,854-93.9% | $147,584-95.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,092 | $4,896-77.7% | $3,786-71.2% | $4,876-77.6% |
| Participant deferral / active EE | $4,115 | $5,316-22.6% | $4,482-8.2% | $5,439-24.3% |
| Admin fee / account holder | $22 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |