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 4-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 | $5,863 | $176,056-96.7% | $159,436-96.3% | $167,490-96.5% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,409 | $5,297-54.5% | $4,829-50.1% | $4,837-50.2% |
| Participant deferral / active EE | $4,528 | $7,750-41.6% | $7,352-38.4% | $6,341-28.6% |
| Admin fee / account holder | $163 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |