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 8-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 | $6,473 | $77,813-91.7% | $123,544-94.8% | $64,186-89.9% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,180 | $3,014-27.7% | $4,628-52.9% | $2,381-8.4% |
| Participant deferral / active EE | $4,649 | $5,240-11.3% | $6,426-27.6% | $3,470+34.0% |
| Admin fee / account holder | $74 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |