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 | $10,196 | $81,208-87.4% | $98,907-89.7% | $79,858-87.2% |
| Participation rate | 75.8% | 72.5%+3.3pp | 76.0%-0.3pp | 69.6%+6.1pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,174 | $1,960-40.1% | $2,689-56.4% | $2,471-52.5% |
| Participant deferral / active EE | $3,823 | $3,265+17.1% | $4,244-9.9% | $3,740+2.2% |
| Admin fee / account holder | $102 | $6,013-98.3% | $6,642-98.5% | $5,306-98.1% |