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 | $9,212 | $103,376-91.1% | $87,100-89.4% | $152,861-94.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,601 | $3,220+11.8% | $2,521+42.8% | $4,762-24.4% |
| Participant deferral / active EE | $4,205 | $4,778-12.0% | $4,049+3.9% | $5,850-28.1% |
| Admin fee / account holder | $18 | $12,205-99.9% | $7,497-99.8% | $11,596-99.8% |