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 | $5,249 | $118,450-95.6% | $98,439-94.7% | $139,434-96.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,516 | $3,609-58.0% | $3,048-50.3% | $4,751-68.1% |
| Participant deferral / active EE | $3,324 | $5,392-38.4% | $4,738-29.9% | $6,710-50.5% |
| Admin fee / account holder | $1 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |