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 | $9,761 | $78,694-87.6% | $67,652-85.6% | $125,391-92.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,260 | $3,044-25.8% | $2,266-0.3% | $4,866-53.6% |
| Participant deferral / active EE | $5,069 | $4,292+18.1% | $3,560+42.4% | $5,352-5.3% |
| Admin fee / account holder | $15 | $7,403-99.8% | $4,821-99.7% | $9,540-99.8% |