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 | $6,736 | $97,757-93.1% | $83,848-92.0% | $135,375-95.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,138 | $4,222-49.4% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $3,654 | $4,682-22.0% | $4,082-10.5% | $5,609-34.8% |
| Admin fee / account holder | $72 | $6,674-98.9% | $5,478-98.7% | $10,827-99.3% |