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 | $10,513 | $46,869-77.6% | $122,332-91.4% | $70,131-85.0% |
| Participation rate | 98.6% | 58.2%+40.4pp | 71.6%+27.0pp | 69.5%+29.1pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.27%-30.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $5,663 | $1,288+339.7% | $4,050+39.8% | $2,342+141.8% |
| Participant deferral / active EE | $4,262 | $2,166+96.7% | $3,287+29.7% | $3,332+27.9% |
| Admin fee / account holder | $94 | $3,322-97.2% | $5,478-98.3% | $4,645-98.0% |