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 | $3,579 | $124,319-97.1% | $111,297-96.8% | $167,490-97.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 37.44%-37.4pp | 54.65%-54.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,786 | $3,435-18.9% | $2,731+2.0% | $4,837-42.4% |
| Participant deferral / active EE | $1,765 | $5,180-65.9% | $4,487-60.7% | $6,341-72.2% |
| Admin fee / account holder | $64 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |