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 8-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 | $8,994 | $73,515-87.8% | $62,995-85.7% | $147,584-93.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,933 | $3,320-41.8% | $2,759-29.9% | $4,876-60.3% |
| Participant deferral / active EE | $2,891 | $4,185-30.9% | $3,329-13.2% | $5,439-46.8% |
| Admin fee / account holder | $250 | $5,953-95.8% | $3,600-93.1% | $10,885-97.7% |