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 7-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 | $30,045 | $91,552-67.2% | $133,956-77.6% | $79,858-62.4% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,379 | $2,384-42.2% | $3,919-64.8% | $2,471-44.2% |
| Participant deferral / active EE | $2,024 | $3,733-45.8% | $5,048-59.9% | $3,740-45.9% |
| Admin fee / account holder | $88 | $6,321-98.6% | $8,927-99.0% | $5,306-98.3% |