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 | $7,305 | $176,056-95.9% | $159,436-95.4% | $167,490-95.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,018 | $5,297-61.9% | $4,829-58.2% | $4,837-58.3% |
| Participant deferral / active EE | $6,951 | $7,750-10.3% | $7,352-5.5% | $6,341+9.6% |
| Admin fee / account holder | $45 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |