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 | $7,087 | $48,046-85.2% | $84,611-91.6% | $72,985-90.3% |
| Participation rate | 79.0% | 57.6%+21.4pp | 68.2%+10.8pp | 69.5%+9.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,862 | $1,602+16.2% | $2,652-29.8% | $2,440-23.7% |
| Participant deferral / active EE | $3,648 | $2,680+36.1% | $3,899-6.4% | $3,607+1.1% |
| Admin fee / account holder | $105 | $3,395-96.9% | $4,912-97.9% | $5,124-97.9% |