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 | $9,744 | $69,518-86.0% | $59,878-83.7% | $135,375-92.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.7%+3.9pp | 82.6%-4.1pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,482 | $3,235-23.3% | $2,722-8.8% | $4,779-48.1% |
| Participant deferral / active EE | $6,715 | $4,206+59.7% | $3,402+97.4% | $5,609+19.7% |
| Admin fee / account holder | $237 | $5,734-95.9% | $3,590-93.4% | $10,827-97.8% |