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 8-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 | $6,902 | $90,600-92.4% | $79,464-91.3% | $135,375-94.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,859 | $3,068-6.8% | $2,800+2.1% | $4,779-40.2% |
| Participant deferral / active EE | $4,404 | $4,050+8.7% | $3,704+18.9% | $5,609-21.5% |
| Admin fee / account holder | $27 | $5,907-99.5% | $5,113-99.5% | $10,827-99.7% |