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 | $8,699 | $124,281-93.0% | $109,143-92.0% | $167,490-94.8% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,686 | $4,207-36.2% | $3,722-27.8% | $4,837-44.5% |
| Participant deferral / active EE | $4,050 | $5,255-22.9% | $4,653-13.0% | $6,341-36.1% |
| Admin fee / account holder | $298 | $7,970-96.3% | $6,752-95.6% | $12,309-97.6% |