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 | $10,868 | $101,069-89.2% | $81,478-86.7% | $147,584-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,826 | $3,205+19.4% | $2,568+49.0% | $4,876-21.5% |
| Participant deferral / active EE | $6,991 | $4,242+64.8% | $3,537+97.7% | $5,439+28.5% |
| Admin fee / account holder | $13 | $5,812-99.8% | $4,561-99.7% | $10,885-99.9% |