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 3-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 | $8,183 | $148,534-94.5% | $135,903-94.0% | $139,434-94.1% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,505 | $5,243-52.2% | $4,856-48.4% | $4,751-47.3% |
| Participant deferral / active EE | $6,219 | $8,100-23.2% | $7,758-19.8% | $6,710-7.3% |
| Admin fee / account holder | $220 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |