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 | $9,548 | $63,355-84.9% | $91,989-89.6% | $72,985-86.9% |
| Participation rate | 85.7% | 72.5%+13.2pp | 78.6%+7.1pp | 69.5%+16.2pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,685 | $2,116+26.9% | $3,452-22.2% | $2,440+10.0% |
| Participant deferral / active EE | $5,216 | $4,883+6.8% | $5,923-11.9% | $3,607+44.6% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |