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 9-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 | $7,629 | $91,037-91.6% | $71,671-89.4% | $147,584-94.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,678 | $3,327-49.6% | $2,460-31.8% | $4,876-65.6% |
| Participant deferral / active EE | $5,557 | $4,498+23.5% | $3,438+61.6% | $5,439+2.2% |
| Admin fee / account holder | $79 | $8,613-99.1% | $5,558-98.6% | $10,885-99.3% |