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 | $3,975 | $48,046-91.7% | $84,611-95.3% | $72,985-94.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,756 | $1,602+9.6% | $2,652-33.8% | $2,440-28.0% |
| Participant deferral / active EE | $2,357 | $2,680-12.1% | $3,899-39.5% | $3,607-34.7% |
| Admin fee / account holder | $63 | $3,395-98.1% | $4,912-98.7% | $5,124-98.8% |