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 3-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 | $5,378 | $202,432-97.3% | $169,368-96.8% | $139,434-96.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 531.74%-531.7pp | 405.60%-405.6pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,248 | $4,692-73.4% | $4,013-68.9% | $4,751-73.7% |
| Participant deferral / active EE | $3,770 | $6,938-45.7% | $6,221-39.4% | $6,710-43.8% |
| Admin fee / account holder | $4 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |