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 | $9,771 | $138,044-92.9% | $125,339-92.2% | $134,475-92.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,992 | $5,243-42.9% | $4,814-37.8% | $4,740-36.9% |
| Participant deferral / active EE | $5,485 | $7,799-29.7% | $7,446-26.3% | $6,400-14.3% |
| Admin fee / account holder | $119 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |