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 | $3,470 | $165,912-97.9% | $122,332-97.2% | $147,584-97.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,287 | $5,754-77.6% | $4,050-68.2% | $4,876-73.6% |
| Participant deferral / active EE | $2,205 | $4,005-44.9% | $3,287-32.9% | $5,439-59.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |