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 6-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 | $6,957 | $115,770-94.0% | $101,248-93.1% | $158,922-95.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,603 | $4,175-61.6% | $3,660-56.2% | $4,761-66.3% |
| Participant deferral / active EE | $4,130 | $4,957-16.7% | $4,370-5.5% | $5,982-31.0% |
| Admin fee / account holder | $155 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |