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 4-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 | $12,169 | $167,484-92.7% | $151,611-92.0% | $134,475-91.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,035 | $6,829-70.2% | $6,166-67.0% | $4,740-57.1% |
| Participant deferral / active EE | $7,767 | $8,986-13.6% | $8,363-7.1% | $6,400+21.4% |
| Admin fee / account holder | $29 | $13,783-99.8% | $11,616-99.8% | $11,426-99.7% |