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 8-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 | $12,929 | $97,757-86.8% | $83,848-84.6% | $135,375-90.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,957 | $4,222-53.6% | $3,631-46.1% | $4,779-59.1% |
| Participant deferral / active EE | $8,525 | $4,682+82.1% | $4,082+108.9% | $5,609+52.0% |
| Admin fee / account holder | $185 | $6,674-97.2% | $5,478-96.6% | $10,827-98.3% |