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 6-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 | $7,526 | $72,277-89.6% | $101,248-92.6% | $79,858-90.6% |
| Participation rate | 79.3% | 68.5%+10.8pp | 75.8%+3.5pp | 69.6%+9.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,877 | $2,692-30.3% | $3,660-48.7% | $2,471-24.0% |
| Participant deferral / active EE | $1,984 | $3,282-39.5% | $4,370-54.6% | $3,740-46.9% |
| Admin fee / account holder | $157 | $4,400-96.4% | $5,945-97.4% | $5,306-97.0% |