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 | $4,571 | $165,335-97.2% | $149,696-96.9% | $158,922-97.1% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,452 | $5,103-71.5% | $4,644-68.7% | $4,761-69.5% |
| Participant deferral / active EE | $2,532 | $7,181-64.7% | $6,842-63.0% | $5,982-57.7% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |