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 | $5,510 | $148,534-96.3% | $135,903-95.9% | $139,434-96.0% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,070 | $5,243-60.5% | $4,856-57.4% | $4,751-56.4% |
| Participant deferral / active EE | $3,197 | $8,100-60.5% | $7,758-58.8% | $6,710-52.4% |
| Admin fee / account holder | $105 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |