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 | $3,790 | $176,812-97.9% | $146,665-97.4% | $167,490-97.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,515 | $5,160-70.6% | $4,136-63.4% | $4,837-68.7% |
| Participant deferral / active EE | $2,637 | $6,440-59.1% | $5,506-52.1% | $6,341-58.4% |
| Admin fee / account holder | $14 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |