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 | $29,680 | $94,529-68.6% | $140,016-78.8% | $64,186-53.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.76% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,630 | $3,812-57.2% | $5,606-70.9% | $2,381-31.5% |
| Participant deferral / active EE | $3,773 | $5,250-28.1% | $6,927-45.5% | $3,470+8.8% |
| Admin fee / account holder | $180 | $6,741-97.3% | $10,705-98.3% | $4,888-96.3% |