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 | $6,324 | $108,919-94.2% | $100,391-93.7% | $145,922-95.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 57.88%-57.9pp | 49.20%-49.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,844 | $4,419-58.3% | $3,942-53.2% | $4,660-60.4% |
| Participant deferral / active EE | $4,414 | $8,445-47.7% | $8,082-45.4% | $6,688-34.0% |
| Admin fee / account holder | $3 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |