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 | $3,317 | $209,411-98.4% | $178,490-98.1% | $158,922-97.9% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 0.00% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,280 | $5,706-77.6% | $5,011-74.5% | $4,761-73.1% |
| Participant deferral / active EE | $2,206 | $5,954-62.9% | $5,202-57.6% | $5,982-63.1% |
| Admin fee / account holder | $81 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |