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 | $22,516 | $98,750-77.2% | $149,696-85.0% | $79,858-71.8% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+19.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,815 | $3,216+18.6% | $4,644-17.9% | $2,471+54.4% |
| Participant deferral / active EE | $7,610 | $5,680+34.0% | $6,842+11.2% | $3,740+103.5% |
| Admin fee / account holder | $109 | $6,053-98.2% | $9,309-98.8% | $5,306-98.0% |