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 5-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 | $7,995 | $112,881-92.9% | $90,951-91.2% | $158,922-95.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,192 | $2,893-24.2% | $2,122+3.3% | $4,761-54.0% |
| Participant deferral / active EE | $6,847 | $4,128+65.9% | $3,373+103.0% | $5,982+14.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |