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 | $6,324 | $167,484-96.2% | $151,611-95.8% | $134,475-95.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,233 | $6,829-67.3% | $6,166-63.8% | $4,740-52.9% |
| Participant deferral / active EE | $4,305 | $8,986-52.1% | $8,363-48.5% | $6,400-32.7% |
| Admin fee / account holder | $164 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |