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 | $11,261 | $86,699-87.0% | $73,307-84.6% | $125,391-91.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,289 | $4,152-20.8% | $3,237+1.6% | $4,866-32.4% |
| Participant deferral / active EE | $7,531 | $5,550+35.7% | $4,991+50.9% | $5,352+40.7% |
| Admin fee / account holder | $40 | $7,771-99.5% | $5,637-99.3% | $9,540-99.6% |