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 | $6,013 | $202,318-97.0% | $172,739-96.5% | $152,861-96.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,716 | $5,856-70.7% | $5,143-66.6% | $4,762-64.0% |
| Participant deferral / active EE | $2,829 | $5,948-52.4% | $5,198-45.6% | $5,850-51.6% |
| Admin fee / account holder | $14 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |