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 | $9,656 | $162,781-94.1% | $133,956-92.8% | $158,922-93.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,477 | $4,975-70.3% | $3,919-62.3% | $4,761-69.0% |
| Participant deferral / active EE | $5,309 | $5,911-10.2% | $5,048+5.2% | $5,982-11.2% |
| Admin fee / account holder | $26 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |