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 | $7,073 | $124,319-94.3% | $111,297-93.6% | $167,490-95.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,984 | $3,435-13.1% | $2,731+9.3% | $4,837-38.3% |
| Participant deferral / active EE | $4,491 | $5,180-13.3% | $4,487+0.1% | $6,341-29.2% |
| Admin fee / account holder | $2 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |