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 | $8,619 | $57,354-85.0% | $83,848-89.7% | $64,186-86.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,870 | $2,545-26.5% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $3,466 | $2,993+15.8% | $4,082-15.1% | $3,470-0.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |