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 | $8,306 | $96,557-91.4% | $80,975-89.7% | $273,961-97.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,014 | $4,868-38.1% | $3,714-18.9% | $4,869-38.1% |
| Participant deferral / active EE | $6,363 | $6,598-3.6% | $5,696+11.7% | $5,287+20.4% |
| Admin fee / account holder | $22 | $7,492-99.7% | $5,516-99.6% | $10,132-99.8% |