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 5-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 | $8,931 | $176,056-94.9% | $159,436-94.4% | $167,490-94.7% |
| Participation rate | 78.3% | 84.9%-6.7pp | 82.8%-4.6pp | 82.1%-3.8pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,262 | $5,297-57.3% | $4,829-53.2% | $4,837-53.2% |
| Participant deferral / active EE | $4,890 | $7,750-36.9% | $7,352-33.5% | $6,341-22.9% |
| Admin fee / account holder | $184 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |