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 | $13,812 | $121,625-88.6% | $104,607-86.8% | $158,922-91.3% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $7,631 | $3,163+141.3% | $2,681+184.7% | $4,761+60.3% |
| Participant deferral / active EE | $3,743 | $4,177-10.4% | $3,740+0.1% | $5,982-37.4% |
| Admin fee / account holder | $6 | $7,787-99.9% | $6,473-99.9% | $11,246-99.9% |