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 | $19,796 | $197,591-90.0% | $177,821-88.9% | $158,922-87.5% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,574 | $6,697-61.6% | $5,918-56.5% | $4,761-45.9% |
| Participant deferral / active EE | $4,000 | $8,405-52.4% | $7,714-48.2% | $5,982-33.1% |
| Admin fee / account holder | $223 | $15,399-98.6% | $12,427-98.2% | $11,246-98.0% |