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 | $13,064 | $85,202-84.7% | $172,739-92.4% | $72,985-82.1% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,343 | $3,324-59.6% | $5,143-73.9% | $2,440-44.9% |
| Participant deferral / active EE | $2,417 | $3,260-25.9% | $5,198-53.5% | $3,607-33.0% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |