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 | $17,500 | $157,256-88.9% | $141,162-87.6% | $152,861-88.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,241 | $5,261-38.4% | $4,735-31.6% | $4,762-31.9% |
| Participant deferral / active EE | $7,601 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $167 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |