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 3-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 | $7,138 | $140,940-94.9% | $112,229-93.6% | $139,434-94.9% |
| Participation rate | 93.8% | 79.2%+14.6pp | 72.4%+21.3pp | 80.3%+13.4pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,298 | $4,283-46.3% | $3,430-33.0% | $4,751-51.6% |
| Participant deferral / active EE | $3,806 | $5,874-35.2% | $4,798-20.7% | $6,710-43.3% |
| Admin fee / account holder | $39 | $9,954-99.6% | $7,748-99.5% | $11,403-99.7% |