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 9-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 | $5,817 | $198,466-97.1% | $170,442-96.6% | $147,584-96.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,192 | $6,184-48.4% | $5,433-41.2% | $4,876-34.5% |
| Participant deferral / active EE | $5,877 | $5,629+4.4% | $4,939+19.0% | $5,439+8.1% |
| Admin fee / account holder | $56 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |