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 | $27,541 | $81,208-66.1% | $98,907-72.2% | $79,858-65.5% |
| Participation rate | 76.1% | 72.5%+3.6pp | 76.0%+0.1pp | 69.6%+6.5pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $888 | $1,960-54.7% | $2,689-67.0% | $2,471-64.1% |
| Participant deferral / active EE | $2,422 | $3,265-25.8% | $4,244-42.9% | $3,740-35.2% |
| Admin fee / account holder | $110 | $6,013-98.2% | $6,642-98.3% | $5,306-97.9% |