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 8-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 | $6,361 | $138,065-95.4% | $123,544-94.9% | $135,375-95.3% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,632 | $5,151-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $4,784 | $6,799-29.6% | $6,426-25.5% | $5,609-14.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |