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 10-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 | $5,584 | $93,346-94.0% | $71,796-92.2% | $273,961-98.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,177 | $2,733-56.9% | $1,924-38.8% | $4,869-75.8% |
| Participant deferral / active EE | $3,509 | $3,475+1.0% | $2,794+25.6% | $5,287-33.6% |
| Admin fee / account holder | $52 | $6,571-99.2% | $4,815-98.9% | $10,132-99.5% |