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 3-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 | $6,662 | $192,717-96.5% | $142,449-95.3% | $139,434-95.2% |
| Participation rate | 87.5% | 81.5%+6.0pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 0.00% | 17.99%-18.0pp | 19.99%-20.0pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,334 | $5,806-59.8% | $4,847-51.9% | $4,751-50.9% |
| Participant deferral / active EE | $3,064 | $7,208-57.5% | $6,283-51.2% | $6,710-54.3% |
| Admin fee / account holder | $59 | $15,124-99.6% | $10,011-99.4% | $11,403-99.5% |