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 | $5,208 | $167,307-96.9% | $143,757-96.4% | $134,475-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,860 | $5,619-66.9% | $4,951-62.4% | $4,740-60.8% |
| Participant deferral / active EE | $3,579 | $6,446-44.5% | $5,637-36.5% | $6,400-44.1% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |