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 | $6,574 | $92,222-92.9% | $76,768-91.4% | $135,375-95.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,673 | $3,216-48.0% | $2,485-32.7% | $4,779-65.0% |
| Participant deferral / active EE | $6,319 | $4,509+40.1% | $3,852+64.1% | $5,609+12.7% |
| Admin fee / account holder | $89 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |