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 | $18,843 | $77,813-75.8% | $123,544-84.7% | $64,186-70.6% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,057 | $3,014+34.6% | $4,628-12.3% | $2,381+70.4% |
| Participant deferral / active EE | $7,904 | $5,240+50.9% | $6,426+23.0% | $3,470+127.8% |
| Admin fee / account holder | $107 | $5,519-98.1% | $9,284-98.8% | $4,888-97.8% |