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 | $25,187 | $78,422-67.9% | $95,952-73.8% | $79,858-68.5% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,568 | $1,945+32.0% | $2,541+1.1% | $2,471+3.9% |
| Participant deferral / active EE | $4,453 | $3,440+29.4% | $4,167+6.9% | $3,740+19.1% |
| Admin fee / account holder | $104 | $5,622-98.2% | $6,795-98.5% | $5,306-98.0% |