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 7-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 | $11,423 | $171,164-93.3% | $127,761-91.1% | $152,861-92.5% |
| Participation rate | 82.6% | 83.4%-0.8pp | 79.0%+3.6pp | 82.4%+0.2pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,452 | $5,447-36.6% | $4,574-24.5% | $4,762-27.5% |
| Participant deferral / active EE | $4,328 | $7,038-38.5% | $6,021-28.1% | $5,850-26.0% |
| Admin fee / account holder | $118 | $14,530-99.2% | $9,395-98.7% | $11,596-99.0% |