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 | $13,020 | $78,705-83.5% | $117,854-89.0% | $70,131-81.4% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,210 | $2,223+44.4% | $3,786-15.2% | $2,342+37.0% |
| Participant deferral / active EE | $6,618 | $3,297+100.7% | $4,482+47.7% | $3,332+98.6% |
| Admin fee / account holder | $114 | $5,065-97.7% | $8,020-98.6% | $4,645-97.5% |