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 6-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 | $13,279 | $106,894-87.6% | $84,016-84.2% | $152,870-91.3% |
| Participation rate | 76.5% | 75.2%+1.2pp | 69.0%+7.5pp | 82.4%-6.0pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.34%-345.3pp |
| Employer contribution / active EE | $756 | $2,734-72.3% | $1,983-61.9% | $4,763-84.1% |
| Participant deferral / active EE | $1,007 | $4,011-74.9% | $3,239-68.9% | $5,850-82.8% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |