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 | $6,676 | $180,449-96.3% | $154,107-95.7% | $135,375-95.1% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,504 | $6,035-75.1% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $4,172 | $5,806-28.1% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $2 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |