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 | $10,173 | $97,044-89.5% | $83,333-87.8% | $135,375-92.5% |
| Participation rate | 95.2% | 80.4%+14.8pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,245 | $4,143-21.7% | $3,379-3.9% | $4,779-32.1% |
| Participant deferral / active EE | $7,273 | $5,964+21.9% | $5,565+30.7% | $5,609+29.7% |
| Admin fee / account holder | $114 | $8,380-98.6% | $7,510-98.5% | $10,827-98.9% |