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 | $5,159 | $52,279-90.1% | $89,391-94.2% | $79,858-93.5% |
| Participation rate | 85.3% | 57.5%+27.8pp | 68.0%+17.4pp | 69.6%+15.7pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $500 | $1,572-68.2% | $2,586-80.6% | $2,471-79.7% |
| Participant deferral / active EE | $4,604 | $2,740+68.0% | $3,890+18.4% | $3,740+23.1% |
| Admin fee / account holder | $110 | $3,356-96.7% | $4,881-97.7% | $5,306-97.9% |