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 | $10,661 | $103,376-89.7% | $87,100-87.8% | $152,861-93.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,891 | $3,220-10.2% | $2,521+14.7% | $4,762-39.3% |
| Participant deferral / active EE | $5,053 | $4,778+5.8% | $4,049+24.8% | $5,850-13.6% |
| Admin fee / account holder | $16 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |