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 | $7,507 | $167,307-95.5% | $143,757-94.8% | $134,475-94.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,212 | $5,619-60.6% | $4,951-55.3% | $4,740-53.3% |
| Participant deferral / active EE | $4,786 | $6,446-25.7% | $5,637-15.1% | $6,400-25.2% |
| Admin fee / account holder | $133 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |