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 3-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 | $5,760 | $140,940-95.9% | $112,229-94.9% | $139,434-95.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,805 | $4,283+12.2% | $3,430+40.1% | $4,751+1.1% |
| Participant deferral / active EE | $6,624 | $5,874+12.8% | $4,798+38.1% | $6,710-1.3% |
| Admin fee / account holder | $8 | $9,954-99.9% | $7,748-99.9% | $11,403-99.9% |