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 7-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 | $10,030 | $157,256-93.6% | $141,162-92.9% | $152,861-93.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,843 | $5,261-26.9% | $4,735-18.8% | $4,762-19.3% |
| Participant deferral / active EE | $5,066 | $7,109-28.7% | $6,709-24.5% | $5,850-13.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |