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 6-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 | $6,895 | $165,335-95.8% | $149,696-95.4% | $158,922-95.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $960 | $5,103-81.2% | $4,644-79.3% | $4,761-79.8% |
| Participant deferral / active EE | $5,510 | $7,181-23.3% | $6,842-19.5% | $5,982-7.9% |
| Admin fee / account holder | $152 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |