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 | $12,727 | $165,335-92.3% | $149,696-91.5% | $158,922-92.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,877 | $5,103-63.2% | $4,644-59.6% | $4,761-60.6% |
| Participant deferral / active EE | $8,147 | $7,181+13.5% | $6,842+19.1% | $5,982+36.2% |
| Admin fee / account holder | $31 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |