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 7-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 | $5,210 | $58,851-91.1% | $115,157-95.5% | $72,985-92.9% |
| Participation rate | 97.8% | 65.5%+32.3pp | 75.9%+21.9pp | 69.5%+28.3pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,530 | $1,798-14.9% | $3,179-51.9% | $2,440-37.3% |
| Participant deferral / active EE | $3,813 | $2,643+44.3% | $4,168-8.5% | $3,607+5.7% |
| Admin fee / account holder | $162 | $6,370-97.5% | $7,088-97.7% | $5,124-96.8% |