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 | $8,324 | $176,056-95.3% | $159,436-94.8% | $167,490-95.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,395 | $5,297-35.9% | $4,829-29.7% | $4,837-29.8% |
| Participant deferral / active EE | $6,566 | $7,750-15.3% | $7,352-10.7% | $6,341+3.5% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |