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 4-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 | $19,808 | $167,484-88.2% | $151,611-86.9% | $134,475-85.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,747 | $6,829-74.4% | $6,166-71.7% | $4,740-63.2% |
| Participant deferral / active EE | $4,846 | $8,986-46.1% | $8,363-42.1% | $6,400-24.3% |
| Admin fee / account holder | $58 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |