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 | $7,856 | $84,233-90.7% | $170,442-95.4% | $70,131-88.8% |
| Participation rate | 81.0% | 70.8%+10.1pp | 83.6%-2.6pp | 69.5%+11.4pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,266 | $3,387-62.6% | $5,433-76.7% | $2,342-46.0% |
| Participant deferral / active EE | $2,546 | $3,086-17.5% | $4,939-48.4% | $3,332-23.6% |
| Admin fee / account holder | $22 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |