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 | $7,144 | $124,281-94.3% | $109,143-93.5% | $167,490-95.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,395 | $4,207-66.9% | $3,722-62.5% | $4,837-71.2% |
| Participant deferral / active EE | $5,367 | $5,255+2.1% | $4,653+15.3% | $6,341-15.4% |
| Admin fee / account holder | $6 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |