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 5-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 | $15,482 | $217,402-92.9% | $185,823-91.7% | $167,490-90.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $8,798 | $5,873+49.8% | $5,167+70.3% | $4,837+81.9% |
| Participant deferral / active EE | $6,081 | $6,356-4.3% | $5,568+9.2% | $6,341-4.1% |
| Admin fee / account holder | $11 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |