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 | $12,564 | $138,065-90.9% | $123,544-89.8% | $135,375-90.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,076 | $5,151-59.7% | $4,628-55.1% | $4,779-56.6% |
| Participant deferral / active EE | $8,436 | $6,799+24.1% | $6,426+31.3% | $5,609+50.4% |
| Admin fee / account holder | $201 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |