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 | $5,142 | $124,281-95.9% | $109,143-95.3% | $167,490-96.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $844 | $4,207-79.9% | $3,722-77.3% | $4,837-82.6% |
| Participant deferral / active EE | $3,552 | $5,255-32.4% | $4,653-23.7% | $6,341-44.0% |
| Admin fee / account holder | $180 | $7,970-97.7% | $6,752-97.3% | $12,309-98.5% |