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 9-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 | $5,212 | $232,540-97.8% | $185,117-97.2% | $147,584-96.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,587 | $5,195-50.2% | $4,182-38.1% | $4,876-46.9% |
| Participant deferral / active EE | $4,106 | $5,834-29.6% | $5,045-18.6% | $5,439-24.5% |
| Admin fee / account holder | $250 | $10,275-97.6% | $8,159-96.9% | $10,885-97.7% |