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 | $11,819 | $85,766-86.2% | $136,294-91.3% | $70,131-83.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,834 | $2,966-4.5% | $4,695-39.6% | $2,342+21.0% |
| Participant deferral / active EE | $5,466 | $5,051+8.2% | $6,247-12.5% | $3,332+64.0% |
| Admin fee / account holder | $84 | $5,420-98.5% | $9,243-99.1% | $4,645-98.2% |