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 | $6,806 | $152,587-95.5% | $125,175-94.6% | $152,861-95.5% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,390 | $4,946-71.9% | $3,865-64.0% | $4,762-70.8% |
| Participant deferral / active EE | $3,708 | $5,868-36.8% | $4,937-24.9% | $5,850-36.6% |
| Admin fee / account holder | $184 | $13,434-98.6% | $9,702-98.1% | $11,596-98.4% |