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 | $15,995 | $138,065-88.4% | $123,544-87.1% | $135,375-88.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,951 | $5,151-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $13,267 | $6,799+95.1% | $6,426+106.5% | $5,609+136.5% |
| Admin fee / account holder | $105 | $10,916-99.0% | $9,284-98.9% | $10,827-99.0% |