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 | $9,431 | $49,791-81.1% | $78,210-87.9% | $70,131-86.6% |
| Participation rate | 97.7% | 62.3%+35.4pp | 68.7%+28.9pp | 69.5%+28.1pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,038 | $1,430+42.5% | $2,034+0.2% | $2,342-13.0% |
| Participant deferral / active EE | $2,145 | $2,150-0.2% | $2,823-24.0% | $3,332-35.6% |
| Admin fee / account holder | $2 | $3,181-99.9% | $3,758-99.9% | $4,645-100.0% |