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 | $17,356 | $63,355-72.6% | $91,989-81.1% | $72,985-76.2% |
| Participation rate | 89.7% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.2pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $4,902 | $2,116+131.7% | $3,452+42.0% | $2,440+100.9% |
| Participant deferral / active EE | $8,824 | $4,883+80.7% | $5,923+49.0% | $3,607+144.6% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |