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 | $6,512 | $49,280-86.8% | $67,313-90.3% | $64,186-89.9% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | 0.00% | -1.39%+1.4pp | -4.08%+4.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,986 | $1,668+19.0% | $2,566-22.6% | $2,381-16.6% |
| Participant deferral / active EE | $4,382 | $2,484+76.4% | $3,568+22.8% | $3,470+26.3% |
| Admin fee / account holder | $83 | $3,863-97.9% | $4,507-98.2% | $4,888-98.3% |