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 6-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 | $6,275 | $108,172-94.2% | $77,482-91.9% | $158,922-96.1% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,245 | $1,325-6.1% | $986+26.2% | $4,761-73.9% |
| Participant deferral / active EE | $4,532 | $2,456+84.5% | $1,861+143.5% | $5,982-24.2% |
| Admin fee / account holder | $287 | $3,708-92.3% | $2,858-89.9% | $11,246-97.4% |