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 | $6,202 | $43,723-85.8% | $121,196-94.9% | $64,186-90.3% |
| Participation rate | 85.5% | 58.3%+27.2pp | 71.7%+13.7pp | 69.6%+15.9pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,584 | $1,296+22.2% | $4,022-60.6% | $2,381-33.5% |
| Participant deferral / active EE | $2,256 | $2,280-1.1% | $3,344-32.6% | $3,470-35.0% |
| Admin fee / account holder | $198 | $3,501-94.3% | $5,019-96.1% | $4,888-95.9% |