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 | $9,554 | $162,781-94.1% | $133,956-92.9% | $158,922-94.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,382 | $4,975-72.2% | $3,919-64.7% | $4,761-71.0% |
| Participant deferral / active EE | $6,408 | $5,911+8.4% | $5,048+27.0% | $5,982+7.1% |
| Admin fee / account holder | $104 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |