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 | $14,106 | $176,056-92.0% | $159,436-91.2% | $167,490-91.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,544 | $5,297-70.8% | $4,829-68.0% | $4,837-68.1% |
| Participant deferral / active EE | $10,395 | $7,750+34.1% | $7,352+41.4% | $6,341+63.9% |
| Admin fee / account holder | $53 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |