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 | $15,083 | $197,591-92.4% | $177,821-91.5% | $158,922-90.5% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,398 | $6,697-64.2% | $5,918-59.5% | $4,761-49.6% |
| Participant deferral / active EE | $3,805 | $8,405-54.7% | $7,714-50.7% | $5,982-36.4% |
| Admin fee / account holder | $247 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |