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 | $5,383 | $63,861-91.6% | $104,607-94.9% | $79,858-93.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,005 | $1,588+89.2% | $2,681+12.1% | $2,471+21.6% |
| Participant deferral / active EE | $2,357 | $2,693-12.5% | $3,740-37.0% | $3,740-37.0% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |