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 | $5,719 | $39,122-85.4% | $57,179-90.0% | $62,891-90.9% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | 0.00% | 9.23%-9.2pp | 14.59%-14.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,279 | $1,874+21.6% | $2,682-15.0% | $2,281-0.1% |
| Participant deferral / active EE | $3,423 | $2,374+44.2% | $3,096+10.6% | $3,203+6.9% |
| Admin fee / account holder | $40 | $2,592-98.5% | $3,139-98.7% | $4,296-99.1% |