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 | $9,265 | $103,376-91.0% | $87,100-89.4% | $152,861-93.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,694 | $3,220-16.3% | $2,521+6.9% | $4,762-43.4% |
| Participant deferral / active EE | $6,039 | $4,778+26.4% | $4,049+49.2% | $5,850+3.2% |
| Admin fee / account holder | $82 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |