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 | $8,082 | $115,770-93.0% | $101,248-92.0% | $158,922-94.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,686 | $4,175-59.6% | $3,660-53.9% | $4,761-64.6% |
| Participant deferral / active EE | $4,112 | $4,957-17.1% | $4,370-5.9% | $5,982-31.3% |
| Admin fee / account holder | $55 | $7,245-99.2% | $5,945-99.1% | $11,246-99.5% |