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 | $17,215 | $58,828-70.7% | $77,999-77.9% | $62,891-72.6% |
| Participation rate | 76.3% | 71.1%+5.3pp | 75.5%+0.8pp | 69.3%+7.0pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,794 | $2,686+4.0% | $3,497-20.1% | $3,203-12.8% |
| Admin fee / account holder | $47 | $4,393-98.9% | $5,480-99.1% | $4,296-98.9% |