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 | $12,167 | $98,750-87.7% | $149,696-91.9% | $79,858-84.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,237 | $3,216-61.5% | $4,644-73.4% | $2,471-49.9% |
| Participant deferral / active EE | $4,578 | $5,680-19.4% | $6,842-33.1% | $3,740+22.4% |
| Admin fee / account holder | $45 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |