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 | $8,862 | $157,256-94.4% | $141,162-93.7% | $152,861-94.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,292 | $5,261-56.4% | $4,735-51.6% | $4,762-51.9% |
| Participant deferral / active EE | $5,642 | $7,109-20.6% | $6,709-15.9% | $5,850-3.6% |
| Admin fee / account holder | $183 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |