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 8-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 | $7,838 | $76,000-89.7% | $154,107-94.9% | $64,186-87.8% |
| Participation rate | 80.6% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+11.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,465 | $3,351+3.4% | $5,298-34.6% | $2,381+45.5% |
| Participant deferral / active EE | $5,182 | $3,175+63.2% | $5,081+2.0% | $3,470+49.4% |
| Admin fee / account holder | $133 | $5,596-97.6% | $13,411-99.0% | $4,888-97.3% |