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 4-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 | $5,319 | $124,425-95.7% | $112,040-95.3% | $137,256-96.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 24.72%-24.7pp | 24.52%-24.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,535 | $3,411-55.0% | $2,954-48.0% | $4,156-63.1% |
| Participant deferral / active EE | $3,477 | $5,718-39.2% | $5,098-31.8% | $6,407-45.7% |
| Admin fee / account holder | $118 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |