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 5-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 | $18,700 | $70,428-73.4% | $96,562-80.6% | $85,850-78.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $5,544 | $1,413+292.3% | $2,356+135.3% | $2,565+116.1% |
| Participant deferral / active EE | $3,411 | $2,894+17.9% | $3,849-11.4% | $3,952-13.7% |
| Admin fee / account holder | $35 | $4,997-99.3% | $6,181-99.4% | $6,260-99.4% |