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 6-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 | $9,317 | $72,277-87.1% | $101,248-90.8% | $79,858-88.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,146 | $2,692+16.9% | $3,660-14.0% | $2,471+27.3% |
| Participant deferral / active EE | $4,838 | $3,282+47.4% | $4,370+10.7% | $3,740+29.4% |
| Admin fee / account holder | $114 | $4,400-97.4% | $5,945-98.1% | $5,306-97.9% |