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 7-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 | $4,281 | $103,376-95.9% | $87,100-95.1% | $152,861-97.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,206 | $3,220-31.5% | $2,521-12.5% | $4,762-53.7% |
| Participant deferral / active EE | $3,112 | $4,778-34.9% | $4,049-23.1% | $5,850-46.8% |
| Admin fee / account holder | $212 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |