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 | $8,245 | $115,882-92.9% | $100,516-91.8% | $158,922-94.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,798 | $4,103-31.8% | $3,418-18.1% | $4,761-41.2% |
| Participant deferral / active EE | $4,196 | $6,674-37.1% | $6,270-33.1% | $5,982-29.9% |
| Admin fee / account holder | $17 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |