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 7-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 | $6,875 | $55,706-87.7% | $75,886-90.9% | $72,985-90.6% |
| Participation rate | 71.1% | 61.1%+9.9pp | 69.3%+1.8pp | 69.5%+1.6pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,502 | $1,687-10.9% | $2,500-39.9% | $2,440-38.4% |
| Participant deferral / active EE | $3,412 | $2,634+29.6% | $3,603-5.3% | $3,607-5.4% |
| Admin fee / account holder | $92 | $3,978-97.7% | $5,418-98.3% | $5,124-98.2% |