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 3-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 | $11,834 | $100,754-88.3% | $86,677-86.3% | $134,475-91.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,484 | $3,489-57.5% | $2,836-47.7% | $4,740-68.7% |
| Participant deferral / active EE | $8,735 | $5,338+63.6% | $4,656+87.6% | $6,400+36.5% |
| Admin fee / account holder | $158 | $10,926-98.6% | $7,493-97.9% | $11,426-98.6% |