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 | $17,943 | $99,032-81.9% | $80,019-77.6% | $135,375-86.7% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $856 | $3,043-71.9% | $2,468-65.3% | $4,779-82.1% |
| Participant deferral / active EE | $3,464 | $4,282-19.1% | $3,686-6.0% | $5,609-38.2% |
| Admin fee / account holder | $30 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |