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 | $15,390 | $157,256-90.2% | $141,162-89.1% | $152,861-89.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,007 | $5,261-80.9% | $4,735-78.7% | $4,762-78.8% |
| Participant deferral / active EE | $3,918 | $7,109-44.9% | $6,709-41.6% | $5,850-33.0% |
| Admin fee / account holder | $177 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |