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 9-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 | $6,018 | $92,222-93.5% | $76,768-92.2% | $135,375-95.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,994 | $3,216-38.0% | $2,485-19.7% | $4,779-58.3% |
| Participant deferral / active EE | $3,309 | $4,509-26.6% | $3,852-14.1% | $5,609-41.0% |
| Admin fee / account holder | $27 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |