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 | $16,864 | $89,355-81.1% | $141,162-88.1% | $72,985-76.9% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,629 | $3,114+16.5% | $4,735-23.4% | $2,440+48.8% |
| Participant deferral / active EE | $8,536 | $5,418+57.5% | $6,709+27.2% | $3,607+136.6% |
| Admin fee / account holder | $119 | $5,958-98.0% | $10,261-98.8% | $5,124-97.7% |