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 | $4,546 | $106,515-95.7% | $96,683-95.3% | $139,434-96.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,473 | $4,103-64.1% | $3,737-60.6% | $4,751-69.0% |
| Participant deferral / active EE | $1,867 | $5,454-65.8% | $4,878-61.7% | $6,710-72.2% |
| Admin fee / account holder | $3 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |