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 6-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 | $7,142 | $78,422-90.9% | $95,952-92.6% | $79,858-91.1% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,578 | $1,945-18.9% | $2,541-37.9% | $2,471-36.1% |
| Participant deferral / active EE | $3,548 | $3,440+3.2% | $4,167-14.8% | $3,740-5.1% |
| Admin fee / account holder | $285 | $5,622-94.9% | $6,795-95.8% | $5,306-94.6% |