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 9-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 | $23,373 | $78,705-70.3% | $117,854-80.2% | $70,131-66.7% |
| Participation rate | 89.1% | 73.2%+15.9pp | 79.7%+9.4pp | 69.5%+19.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $4,154 | $2,223+86.8% | $3,786+9.7% | $2,342+77.3% |
| Participant deferral / active EE | $9,158 | $3,297+177.8% | $4,482+104.3% | $3,332+174.9% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |