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 9-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 | $6,507 | $165,912-96.1% | $122,332-94.7% | $147,584-95.6% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $868 | $5,754-84.9% | $4,050-78.6% | $4,876-82.2% |
| Participant deferral / active EE | $1,844 | $4,005-54.0% | $3,287-43.9% | $5,439-66.1% |
| Admin fee / account holder | $58 | $7,424-99.2% | $5,478-98.9% | $10,885-99.5% |