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 7-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 | $7,283 | $149,734-95.1% | $118,925-93.9% | $158,922-95.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.88%-35.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,584 | $4,115-37.2% | $3,263-20.8% | $4,761-45.7% |
| Participant deferral / active EE | $4,862 | $5,223-6.9% | $4,265+14.0% | $5,982-18.7% |
| Admin fee / account holder | $56 | $8,603-99.4% | $6,581-99.2% | $11,246-99.5% |