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 9-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 | $8,681 | $99,079-91.2% | $77,999-88.9% | $273,961-96.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.5%+12.7pp | 83.0%+5.2pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.96%-426.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,270 | $3,308-61.6% | $2,470-48.6% | $4,869-73.9% |
| Participant deferral / active EE | $6,259 | $4,306+45.3% | $3,497+79.0% | $5,287+18.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |