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 | $8,130 | $162,781-95.0% | $133,956-93.9% | $158,922-94.9% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,499 | $4,975-49.8% | $3,919-36.2% | $4,761-47.5% |
| Participant deferral / active EE | $3,525 | $5,911-40.4% | $5,048-30.2% | $5,982-41.1% |
| Admin fee / account holder | $2 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |