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 | $10,298 | $138,065-92.5% | $123,544-91.7% | $135,375-92.4% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,270 | $5,151-75.4% | $4,628-72.6% | $4,779-73.4% |
| Participant deferral / active EE | $2,914 | $6,799-57.1% | $6,426-54.6% | $5,609-48.0% |
| Admin fee / account holder | $47 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |