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 | $10,979 | $91,037-87.9% | $71,671-84.7% | $147,584-92.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,603 | $3,327-51.8% | $2,460-34.8% | $4,876-67.1% |
| Participant deferral / active EE | $2,193 | $4,498-51.3% | $3,438-36.2% | $5,439-59.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |