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 | $9,162 | $140,940-93.5% | $112,229-91.8% | $139,434-93.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 0.00% | 32.71%-32.7pp | 30.20%-30.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,590 | $4,283-39.5% | $3,430-24.5% | $4,751-45.5% |
| Participant deferral / active EE | $3,958 | $5,874-32.6% | $4,798-17.5% | $6,710-41.0% |
| Admin fee / account holder | $30 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |