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 7-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 | $6,466 | $176,662-96.3% | $130,648-95.1% | $152,861-95.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,567 | $5,742-72.7% | $4,092-61.7% | $4,762-67.1% |
| Participant deferral / active EE | $3,001 | $4,361-31.2% | $3,603-16.7% | $5,850-48.7% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |