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 3-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 | $8,614 | $185,822-95.4% | $169,993-94.9% | $139,434-93.8% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,561 | $7,590-79.4% | $6,785-77.0% | $4,751-67.1% |
| Participant deferral / active EE | $5,544 | $11,622-52.3% | $10,408-46.7% | $6,710-17.4% |
| Admin fee / account holder | $14 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |