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 | $12,826 | $57,354-77.6% | $83,848-84.7% | $64,186-80.0% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,110 | $2,545+22.2% | $3,631-14.4% | $2,381+30.6% |
| Participant deferral / active EE | $6,657 | $2,993+122.4% | $4,082+63.1% | $3,470+91.9% |
| Admin fee / account holder | $15 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |