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 | $12,363 | $157,256-92.1% | $141,162-91.2% | $152,861-91.9% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,444 | $5,261-72.6% | $4,735-69.5% | $4,762-69.7% |
| Participant deferral / active EE | $8,011 | $7,109+12.7% | $6,709+19.4% | $5,850+36.9% |
| Admin fee / account holder | $6 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |