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 | $12,378 | $167,484-92.6% | $151,611-91.8% | $134,475-90.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,749 | $6,829-59.8% | $6,166-55.4% | $4,740-42.0% |
| Participant deferral / active EE | $8,496 | $8,986-5.4% | $8,363+1.6% | $6,400+32.8% |
| Admin fee / account holder | $25 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |