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 8-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 | $5,669 | $92,222-93.9% | $76,768-92.6% | $135,375-95.8% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,104 | $3,216-65.7% | $2,485-55.6% | $4,779-76.9% |
| Participant deferral / active EE | $3,908 | $4,509-13.3% | $3,852+1.5% | $5,609-30.3% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.8% | $10,827-99.8% |