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 8-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 | $6,365 | $97,044-93.4% | $83,333-92.4% | $135,375-95.3% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,460 | $4,143-64.8% | $3,379-56.8% | $4,779-69.5% |
| Participant deferral / active EE | $4,453 | $5,964-25.3% | $5,565-20.0% | $5,609-20.6% |
| Admin fee / account holder | $48 | $8,380-99.4% | $7,510-99.4% | $10,827-99.6% |