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 | $12,650 | $72,492-82.5% | $87,100-85.5% | $72,985-82.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $6,553 | $1,894+246.0% | $2,521+159.9% | $2,440+168.6% |
| Participant deferral / active EE | $5,015 | $3,270+53.4% | $4,049+23.9% | $3,607+39.0% |
| Admin fee / account holder | $66 | $5,055-98.7% | $7,497-99.1% | $5,124-98.7% |