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 | $9,304 | $226,064-95.9% | $182,532-94.9% | $152,861-93.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,315 | $4,978-73.6% | $4,076-67.7% | $4,762-72.4% |
| Participant deferral / active EE | $6,378 | $6,368+0.2% | $5,524+15.5% | $5,850+9.0% |
| Admin fee / account holder | $298 | $10,703-97.2% | $8,592-96.5% | $11,596-97.4% |