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 | $8,880 | $57,354-84.5% | $83,848-89.4% | $64,186-86.2% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,866 | $2,545-26.7% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $1,559 | $2,993-47.9% | $4,082-61.8% | $3,470-55.1% |
| Admin fee / account holder | $61 | $4,046-98.5% | $5,478-98.9% | $4,888-98.8% |