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 | $4,168 | $116,175-96.4% | $93,606-95.5% | $152,861-97.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,082 | $3,218-4.2% | $2,718+13.4% | $4,762-35.3% |
| Participant deferral / active EE | $4,582 | $4,603-0.5% | $4,069+12.6% | $5,850-21.7% |
| Admin fee / account holder | $9 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |