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 | $17,502 | $100,041-82.5% | $149,718-88.3% | $70,131-75.0% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.1%-5.6pp | 69.5%+11.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,613 | $3,662-28.6% | $5,445-52.0% | $2,342+11.5% |
| Participant deferral / active EE | $3,747 | $4,983-24.8% | $6,569-43.0% | $3,332+12.5% |
| Admin fee / account holder | $51 | $8,286-99.4% | $11,283-99.5% | $4,645-98.9% |