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 | $13,354 | $57,354-76.7% | $83,848-84.1% | $64,186-79.2% |
| Participation rate | 95.2% | 68.6%+26.6pp | 76.1%+19.1pp | 69.6%+25.7pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,073 | $2,545-18.6% | $3,631-42.9% | $2,381-12.9% |
| Participant deferral / active EE | $3,611 | $2,993+20.7% | $4,082-11.5% | $3,470+4.1% |
| Admin fee / account holder | $238 | $4,046-94.1% | $5,478-95.7% | $4,888-95.1% |