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 | $20,040 | $94,529-78.8% | $140,016-85.7% | $64,186-68.8% |
| Participation rate | 88.5% | 84.1%+4.4pp | 87.5%+1.0pp | 69.6%+18.9pp |
| Annual return | -1.56% | 7.77%-9.3pp | 651.12%-652.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,082 | $3,812-45.4% | $5,606-62.9% | $2,381-12.5% |
| Participant deferral / active EE | $5,312 | $5,250+1.2% | $6,927-23.3% | $3,470+53.1% |
| Admin fee / account holder | $184 | $6,741-97.3% | $10,705-98.3% | $4,888-96.2% |