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 | $7,220 | $43,723-83.5% | $121,196-94.0% | $64,186-88.8% |
| Participation rate | 83.3% | 58.3%+25.0pp | 71.7%+11.6pp | 69.6%+13.8pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,158 | $1,296+66.5% | $4,022-46.3% | $2,381-9.3% |
| Participant deferral / active EE | $4,198 | $2,280+84.1% | $3,344+25.5% | $3,470+21.0% |
| Admin fee / account holder | $95 | $3,501-97.3% | $5,019-98.1% | $4,888-98.0% |