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 | $5,503 | $45,035-87.8% | $62,995-91.3% | $70,131-92.2% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,466 | $2,051+69.0% | $2,759+25.6% | $2,342+48.0% |
| Participant deferral / active EE | $2,228 | $2,465-9.6% | $3,329-33.1% | $3,332-33.1% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |