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 9-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 | $2,797 | $232,540-98.8% | $185,117-98.5% | $147,584-98.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,304 | $5,195-74.9% | $4,182-68.8% | $4,876-73.3% |
| Participant deferral / active EE | $1,439 | $5,834-75.3% | $5,045-71.5% | $5,439-73.5% |
| Admin fee / account holder | $148 | $10,275-98.6% | $8,159-98.2% | $10,885-98.6% |