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 | $13,608 | $124,185-89.0% | $108,410-87.4% | $167,490-91.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,460 | $4,187-41.2% | $3,558-30.9% | $4,837-49.1% |
| Participant deferral / active EE | $7,500 | $6,908+8.6% | $6,563+14.3% | $6,341+18.3% |
| Admin fee / account holder | $102 | $9,455-98.9% | $7,295-98.6% | $12,309-99.2% |