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 3-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 | $4,913 | $106,515-95.4% | $96,683-94.9% | $139,434-96.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,104 | $4,103-48.7% | $3,737-43.7% | $4,751-55.7% |
| Participant deferral / active EE | $2,422 | $5,454-55.6% | $4,878-50.3% | $6,710-63.9% |
| Admin fee / account holder | $34 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |