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 | $15,238 | $67,606-77.5% | $82,313-81.5% | $70,131-78.3% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.4pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,673 | $1,755+52.3% | $2,428+10.1% | $2,342+14.1% |
| Participant deferral / active EE | $3,745 | $2,987+25.4% | $3,706+1.0% | $3,332+12.4% |
| Admin fee / account holder | $182 | $4,512-96.0% | $5,608-96.8% | $4,645-96.1% |