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 | $17,351 | $165,335-89.5% | $149,696-88.4% | $158,922-89.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,719 | $5,103-66.3% | $4,644-63.0% | $4,761-63.9% |
| Participant deferral / active EE | $5,669 | $7,181-21.1% | $6,842-17.1% | $5,982-5.2% |
| Admin fee / account holder | $138 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |