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 | $4,070 | $104,251-96.1% | $91,001-95.5% | $147,584-97.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,619 | $3,116-48.0% | $2,456-34.1% | $4,876-66.8% |
| Participant deferral / active EE | $2,857 | $4,195-31.9% | $3,547-19.5% | $5,439-47.5% |
| Admin fee / account holder | $82 | $8,948-99.1% | $5,417-98.5% | $10,885-99.2% |