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 | $18,909 | $228,332-91.7% | $185,823-89.8% | $158,922-88.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $16,292 | $4,967+228.0% | $4,087+298.6% | $4,761+242.2% |
| Participant deferral / active EE | $6,892 | $6,415+7.4% | $5,632+22.4% | $5,982+15.2% |
| Admin fee / account holder | $58 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |