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 | $5,959 | $127,264-95.3% | $109,895-94.6% | $167,490-96.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,326 | $3,322-30.0% | $2,842-18.2% | $4,837-51.9% |
| Participant deferral / active EE | $3,956 | $4,514-12.4% | $4,048-2.3% | $6,341-37.6% |
| Admin fee / account holder | $6 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |