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 | $15,367 | $98,750-84.4% | $149,696-89.7% | $79,858-80.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,614 | $3,216+12.4% | $4,644-22.2% | $2,471+46.3% |
| Participant deferral / active EE | $8,187 | $5,680+44.1% | $6,842+19.7% | $3,740+118.9% |
| Admin fee / account holder | $46 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |