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 | $3,174 | $53,822-94.1% | $75,696-95.8% | $85,850-96.3% |
| Participation rate | 72.5% | 69.1%+3.5pp | 74.8%-2.3pp | 69.3%+3.2pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $369 | $2,017-81.7% | $2,743-86.6% | $2,565-85.6% |
| Participant deferral / active EE | $2,349 | $2,895-18.8% | $3,821-38.5% | $3,952-40.5% |
| Admin fee / account holder | $118 | $3,343-96.5% | $3,619-96.7% | $6,260-98.1% |