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 | $10,559 | $209,411-95.0% | $178,490-94.1% | $158,922-93.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $8,766 | $5,706+53.6% | $5,011+74.9% | $4,761+84.1% |
| Participant deferral / active EE | $6,875 | $5,954+15.5% | $5,202+32.2% | $5,982+14.9% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |