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 5-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 | $15,530 | $228,332-93.2% | $185,823-91.6% | $158,922-90.2% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,881 | $4,967-62.1% | $4,087-54.0% | $4,761-60.5% |
| Participant deferral / active EE | $2,858 | $6,415-55.4% | $5,632-49.2% | $5,982-52.2% |
| Admin fee / account holder | $88 | $11,864-99.3% | $9,500-99.1% | $11,246-99.2% |