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 | $6,103 | $167,307-96.4% | $143,757-95.8% | $134,475-95.5% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,192 | $5,619-78.8% | $4,951-75.9% | $4,740-74.8% |
| Participant deferral / active EE | $3,303 | $6,446-48.8% | $5,637-41.4% | $6,400-48.4% |
| Admin fee / account holder | $69 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |