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 | $6,628 | $55,706-88.1% | $75,886-91.3% | $72,985-90.9% |
| Participation rate | 96.7% | 61.1%+35.5pp | 69.3%+27.4pp | 69.5%+27.2pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,535 | $1,687-9.0% | $2,500-38.6% | $2,440-37.1% |
| Participant deferral / active EE | $3,088 | $2,634+17.2% | $3,603-14.3% | $3,607-14.4% |
| Admin fee / account holder | $258 | $3,978-93.5% | $5,418-95.2% | $5,124-95.0% |