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 | $12,770 | $144,119-91.1% | $117,854-89.2% | $147,584-91.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,552 | $4,896-68.3% | $3,786-59.0% | $4,876-68.2% |
| Participant deferral / active EE | $8,408 | $5,316+58.2% | $4,482+87.6% | $5,439+54.6% |
| Admin fee / account holder | $40 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |