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 | $10,248 | $85,766-88.1% | $136,294-92.5% | $70,131-85.4% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,617 | $2,966-11.8% | $4,695-44.3% | $2,342+11.7% |
| Participant deferral / active EE | $6,769 | $5,051+34.0% | $6,247+8.4% | $3,332+103.2% |
| Admin fee / account holder | $97 | $5,420-98.2% | $9,243-99.0% | $4,645-97.9% |