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 9-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 | $8,630 | $45,035-80.8% | $62,995-86.3% | $70,131-87.7% |
| Participation rate | 94.6% | 69.5%+25.1pp | 74.8%+19.8pp | 69.5%+25.1pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,395 | $2,051-32.0% | $2,759-49.4% | $2,342-40.4% |
| Participant deferral / active EE | $1,512 | $2,465-38.6% | $3,329-54.6% | $3,332-54.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |