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 | $8,254 | $124,281-93.4% | $109,143-92.4% | $167,490-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,631 | $4,207-13.7% | $3,722-2.5% | $4,837-24.9% |
| Participant deferral / active EE | $4,453 | $5,255-15.3% | $4,653-4.3% | $6,341-29.8% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |