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 4-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 | $7,848 | $167,307-95.3% | $143,757-94.5% | $134,475-94.2% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,243 | $6,446-18.7% | $5,637-7.0% | $6,400-18.1% |
| Admin fee / account holder | $42 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |