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 | $4,069 | $133,958-97.0% | $112,228-96.4% | $134,475-97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,048 | $4,038-49.3% | $3,635-43.7% | $4,740-56.8% |
| Participant deferral / active EE | $2,174 | $5,291-58.9% | $4,728-54.0% | $6,400-66.0% |
| Admin fee / account holder | $54 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |