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 | $12,693 | $165,335-92.3% | $149,696-91.5% | $158,922-92.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,706 | $5,103-47.0% | $4,644-41.7% | $4,761-43.2% |
| Participant deferral / active EE | $7,903 | $7,181+10.0% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |