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 | $7,646 | $124,281-93.8% | $109,143-93.0% | $167,490-95.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,701 | $4,207-35.8% | $3,722-27.4% | $4,837-44.2% |
| Participant deferral / active EE | $3,874 | $5,255-26.3% | $4,653-16.7% | $6,341-38.9% |
| Admin fee / account holder | $106 | $7,970-98.7% | $6,752-98.4% | $12,309-99.1% |