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 3-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 | $8,598 | $185,822-95.4% | $169,993-94.9% | $139,434-93.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,612 | $7,590-78.8% | $6,785-76.2% | $4,751-66.1% |
| Participant deferral / active EE | $4,560 | $11,622-60.8% | $10,408-56.2% | $6,710-32.0% |
| Admin fee / account holder | $4 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |