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 | $7,229 | $176,812-95.9% | $146,665-95.1% | $167,490-95.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,941 | $5,160-62.4% | $4,136-53.1% | $4,837-59.9% |
| Participant deferral / active EE | $3,592 | $6,440-44.2% | $5,506-34.8% | $6,341-43.4% |
| Admin fee / account holder | $15 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |