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 | $7,153 | $95,193-92.5% | $76,523-90.7% | $135,375-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,964 | $3,302-10.3% | $2,647+12.0% | $4,779-38.0% |
| Participant deferral / active EE | $4,934 | $4,639+6.4% | $3,835+28.6% | $5,609-12.0% |
| Admin fee / account holder | $70 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |