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 9-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 | $18,150 | $57,828-68.6% | $117,039-84.5% | $70,131-74.1% |
| Participation rate | 79.5% | 67.1%+12.4pp | 77.2%+2.3pp | 69.5%+9.9pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,795 | $1,816-1.1% | $3,785-52.6% | $2,342-23.4% |
| Participant deferral / active EE | $3,266 | $2,438+34.0% | $3,929-16.9% | $3,332-2.0% |
| Admin fee / account holder | $201 | $3,548-94.3% | $5,974-96.6% | $4,645-95.7% |