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 8-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 | $15,246 | $56,897-73.2% | $84,750-82.0% | $62,891-75.8% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,185 | $2,400-9.0% | $3,574-38.9% | $2,281-4.2% |
| Participant deferral / active EE | $5,362 | $2,709+97.9% | $3,712+44.5% | $3,203+67.4% |
| Admin fee / account holder | $111 | $3,581-96.9% | $5,332-97.9% | $4,296-97.4% |