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 | $4,903 | $123,793-96.0% | $177,821-97.2% | $79,858-93.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,787 | $4,095-56.4% | $5,918-69.8% | $2,471-27.7% |
| Participant deferral / active EE | $3,541 | $5,956-40.6% | $7,714-54.1% | $3,740-5.3% |
| Admin fee / account holder | $261 | $7,243-96.4% | $12,427-97.9% | $5,306-95.1% |