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 | $11,588 | $124,281-90.7% | $109,143-89.4% | $167,490-93.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,987 | $4,207-52.8% | $3,722-46.6% | $4,837-58.9% |
| Participant deferral / active EE | $8,930 | $5,255+69.9% | $4,653+91.9% | $6,341+40.8% |
| Admin fee / account holder | $33 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |