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 | $7,446 | $162,781-95.4% | $133,956-94.4% | $158,922-95.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,558 | $4,975-68.7% | $3,919-60.2% | $4,761-67.3% |
| Participant deferral / active EE | $5,098 | $5,911-13.7% | $5,048+1.0% | $5,982-14.8% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |