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 4-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 | $9,539 | $138,044-93.1% | $125,339-92.4% | $134,475-92.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,058 | $5,243-60.8% | $4,814-57.2% | $4,740-56.6% |
| Participant deferral / active EE | $5,239 | $7,799-32.8% | $7,446-29.6% | $6,400-18.1% |
| Admin fee / account holder | $1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |