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 | $8,988 | $78,672-88.6% | $109,143-91.8% | $85,850-89.5% |
| Participation rate | 83.3% | 68.3%+15.1pp | 75.9%+7.5pp | 69.3%+14.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,299 | $2,735-15.9% | $3,722-38.2% | $2,565-10.4% |
| Participant deferral / active EE | $4,314 | $3,467+24.4% | $4,653-7.3% | $3,952+9.2% |
| Admin fee / account holder | $142 | $5,469-97.4% | $6,752-97.9% | $6,260-97.7% |