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 7-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 | $12,232 | $107,334-88.6% | $92,893-86.8% | $152,861-92.0% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,428 | $4,221-42.5% | $3,653-33.5% | $4,762-49.0% |
| Participant deferral / active EE | $6,387 | $4,845+31.8% | $4,236+50.8% | $5,850+9.2% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |