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 | $5,801 | $162,781-96.4% | $133,956-95.7% | $158,922-96.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,019 | $4,975-79.5% | $3,919-74.0% | $4,761-78.6% |
| Participant deferral / active EE | $3,418 | $5,911-42.2% | $5,048-32.3% | $5,982-42.9% |
| Admin fee / account holder | $46 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |