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 | $10,078 | $135,952-92.6% | $123,892-91.9% | $273,961-96.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,577 | $5,170-69.5% | $4,617-65.8% | $4,869-67.6% |
| Participant deferral / active EE | $4,445 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |