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 | $16,889 | $56,897-70.3% | $84,750-80.1% | $62,891-73.1% |
| Participation rate | 82.8% | 68.5%+14.2pp | 76.6%+6.2pp | 69.3%+13.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,030 | $2,400+26.2% | $3,574-15.2% | $2,281+32.8% |
| Participant deferral / active EE | $1,629 | $2,709-39.9% | $3,712-56.1% | $3,203-49.1% |
| Admin fee / account holder | $140 | $3,581-96.1% | $5,332-97.4% | $4,296-96.7% |