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 | $9,841 | $78,672-87.5% | $109,143-91.0% | $85,850-88.5% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,487 | $2,735-45.6% | $3,722-60.1% | $2,565-42.0% |
| Participant deferral / active EE | $5,406 | $3,467+55.9% | $4,653+16.2% | $3,952+36.8% |
| Admin fee / account holder | $87 | $5,469-98.4% | $6,752-98.7% | $6,260-98.6% |