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 | $14,579 | $118,849-87.7% | $96,562-84.9% | $167,490-91.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,665 | $3,120-14.6% | $2,356+13.1% | $4,837-44.9% |
| Participant deferral / active EE | $11,515 | $4,616+149.5% | $3,849+199.2% | $6,341+81.6% |
| Admin fee / account holder | $27 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |