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 8-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 | $5,840 | $95,193-93.9% | $76,523-92.4% | $135,375-95.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,550 | $3,302-53.1% | $2,647-41.4% | $4,779-67.6% |
| Participant deferral / active EE | $5,750 | $4,639+23.9% | $3,835+49.9% | $5,609+2.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |