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 7-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 | $8,563 | $102,966-91.7% | $90,281-90.5% | $152,861-94.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,347 | $3,139-25.2% | $2,854-17.8% | $4,762-50.7% |
| Participant deferral / active EE | $5,515 | $4,281+28.8% | $3,885+41.9% | $5,850-5.7% |
| Admin fee / account holder | $157 | $6,171-97.5% | $5,351-97.1% | $11,596-98.7% |