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 4-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 | $10,808 | $123,793-91.3% | $177,821-93.9% | $79,858-86.5% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,056 | $4,095-49.8% | $5,918-65.3% | $2,471-16.8% |
| Participant deferral / active EE | $7,192 | $5,956+20.7% | $7,714-6.8% | $3,740+92.3% |
| Admin fee / account holder | $14 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |