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 | $11,459 | $100,754-88.6% | $86,677-86.8% | $134,475-91.5% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,299 | $3,489-34.1% | $2,836-19.0% | $4,740-51.5% |
| Participant deferral / active EE | $4,111 | $5,338-23.0% | $4,656-11.7% | $6,400-35.8% |
| Admin fee / account holder | $21 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |