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 | $7,487 | $203,436-96.3% | $152,466-95.1% | $167,490-95.5% |
| Participation rate | 82.4% | 82.3%0pp | 78.2%+4.2pp | 82.1%+0.2pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.33%-757.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,740 | $5,220-66.7% | $4,327-59.8% | $4,837-64.0% |
| Participant deferral / active EE | $4,172 | $6,716-37.9% | $5,820-28.3% | $6,341-34.2% |
| Admin fee / account holder | $86 | $22,506-99.6% | $15,805-99.5% | $12,309-99.3% |