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 6-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 | $7,198 | $72,277-90.0% | $101,248-92.9% | $79,858-91.0% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,715 | $2,692-36.3% | $3,660-53.1% | $2,471-30.6% |
| Participant deferral / active EE | $4,014 | $3,282+22.3% | $4,370-8.1% | $3,740+7.3% |
| Admin fee / account holder | $231 | $4,400-94.8% | $5,945-96.1% | $5,306-95.7% |