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 | $14,944 | $115,770-87.1% | $101,248-85.2% | $158,922-90.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,208 | $4,175-47.1% | $3,660-39.7% | $4,761-53.6% |
| Participant deferral / active EE | $5,146 | $4,957+3.8% | $4,370+17.7% | $5,982-14.0% |
| Admin fee / account holder | $116 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |