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 | $10,374 | $153,772-93.3% | $133,980-92.3% | $273,961-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,220 | $6,029-63.2% | $5,211-57.4% | $4,869-54.4% |
| Participant deferral / active EE | $6,657 | $6,958-4.3% | $6,282+6.0% | $5,287+25.9% |
| Admin fee / account holder | $96 | $11,765-99.2% | $9,324-99.0% | $10,132-99.0% |