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 | $6,667 | $226,064-97.1% | $182,532-96.3% | $152,861-95.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,244 | $4,978-75.0% | $4,076-69.5% | $4,762-73.9% |
| Participant deferral / active EE | $3,949 | $6,368-38.0% | $5,524-28.5% | $5,850-32.5% |
| Admin fee / account holder | $27 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |