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 | $4,884 | $100,754-95.2% | $86,677-94.4% | $134,475-96.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,931 | $3,489-44.7% | $2,836-31.9% | $4,740-59.3% |
| Participant deferral / active EE | $2,826 | $5,338-47.1% | $4,656-39.3% | $6,400-55.8% |
| Admin fee / account holder | $211 | $10,926-98.1% | $7,493-97.2% | $11,426-98.2% |