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 4-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 | $7,662 | $133,958-94.3% | $112,228-93.2% | $134,475-94.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,358 | $4,038-41.6% | $3,635-35.1% | $4,740-50.2% |
| Participant deferral / active EE | $4,648 | $5,291-12.2% | $4,728-1.7% | $6,400-27.4% |
| Admin fee / account holder | $50 | $7,489-99.3% | $6,410-99.2% | $11,426-99.6% |