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 | $13,667 | $78,422-82.6% | $95,952-85.8% | $79,858-82.9% |
| Participation rate | 93.5% | 73.5%+20.1pp | 77.1%+16.5pp | 69.6%+23.9pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,544 | $1,945+82.2% | $2,541+39.5% | $2,471+43.4% |
| Participant deferral / active EE | $7,356 | $3,440+113.8% | $4,167+76.5% | $3,740+96.7% |
| Admin fee / account holder | $235 | $5,622-95.8% | $6,795-96.5% | $5,306-95.6% |