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 5-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 | $22,788 | $94,529-75.9% | $140,016-83.7% | $64,186-64.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | 1.36% | 7.77%-6.4pp | 651.12%-649.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $3,937 | $3,812+3.3% | $5,606-29.8% | $2,381+65.4% |
| Participant deferral / active EE | $8,803 | $5,250+67.7% | $6,927+27.1% | $3,470+153.7% |
| Admin fee / account holder | $40 | $6,741-99.4% | $10,705-99.6% | $4,888-99.2% |