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 6-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 | $17,750 | $98,750-82.0% | $149,696-88.1% | $79,858-77.8% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,347 | $3,216+4.1% | $4,644-27.9% | $2,471+35.5% |
| Participant deferral / active EE | $7,152 | $5,680+25.9% | $6,842+4.5% | $3,740+91.2% |
| Admin fee / account holder | $220 | $6,053-96.4% | $9,309-97.6% | $5,306-95.8% |