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 | $7,512 | $113,339-93.4% | $94,993-92.1% | $147,584-94.9% |
| Participation rate | 82.4% | 78.0%+4.4pp | 73.9%+8.5pp | 82.8%-0.5pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,307 | $3,160-27.0% | $2,603-11.4% | $4,876-52.7% |
| Participant deferral / active EE | $3,980 | $3,777+5.4% | $3,317+20.0% | $5,439-26.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |