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 | $6,113 | $104,664-94.2% | $85,682-92.9% | $167,490-96.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,924 | $3,337-42.4% | $2,618-26.5% | $4,837-60.2% |
| Participant deferral / active EE | $3,977 | $4,824-17.6% | $3,923+1.4% | $6,341-37.3% |
| Admin fee / account holder | $3 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |