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 | $15,668 | $202,318-92.3% | $172,739-90.9% | $152,861-89.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,439 | $5,856-58.3% | $5,143-52.6% | $4,762-48.8% |
| Participant deferral / active EE | $2,844 | $5,948-52.2% | $5,198-45.3% | $5,850-51.4% |
| Admin fee / account holder | $81 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |