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 | $11,783 | $112,096-89.5% | $95,952-87.7% | $158,922-92.6% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,060 | $3,198-35.6% | $2,541-18.9% | $4,761-56.7% |
| Participant deferral / active EE | $4,712 | $4,784-1.5% | $4,167+13.1% | $5,982-21.2% |
| Admin fee / account holder | $47 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |