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 7-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 | $8,433 | $77,813-89.2% | $123,544-93.2% | $64,186-86.9% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,558 | $3,014-15.1% | $4,628-44.7% | $2,381+7.4% |
| Participant deferral / active EE | $6,025 | $5,240+15.0% | $6,426-6.2% | $3,470+73.6% |
| Admin fee / account holder | $125 | $5,519-97.7% | $9,284-98.7% | $4,888-97.5% |