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 | $9,047 | $180,449-95.0% | $154,107-94.1% | $135,375-93.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,996 | $6,035-50.4% | $5,298-43.4% | $4,779-37.3% |
| Participant deferral / active EE | $8,133 | $5,806+40.1% | $5,081+60.1% | $5,609+45.0% |
| Admin fee / account holder | $168 | $16,143-99.0% | $13,411-98.7% | $10,827-98.4% |