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 | $12,044 | $118,680-89.9% | $98,907-87.8% | $158,922-92.4% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,823 | $3,333-15.3% | $2,689+5.0% | $4,761-40.7% |
| Participant deferral / active EE | $7,048 | $5,088+38.5% | $4,244+66.1% | $5,982+17.8% |
| Admin fee / account holder | $41 | $10,131-99.6% | $6,642-99.4% | $11,246-99.6% |