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 6-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 | $7,240 | $103,376-93.0% | $87,100-91.7% | $152,861-95.3% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,600 | $3,220-19.3% | $2,521+3.1% | $4,762-45.4% |
| Participant deferral / active EE | $4,270 | $4,778-10.6% | $4,049+5.5% | $5,850-27.0% |
| Admin fee / account holder | $177 | $12,205-98.5% | $7,497-97.6% | $11,596-98.5% |