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 | $17,539 | $98,750-82.2% | $149,696-88.3% | $79,858-78.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,004 | $3,216-37.7% | $4,644-56.9% | $2,471-18.9% |
| Participant deferral / active EE | $4,960 | $5,680-12.7% | $6,842-27.5% | $3,740+32.6% |
| Admin fee / account holder | $164 | $6,053-97.3% | $9,309-98.2% | $5,306-96.9% |