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 | $18,878 | $77,813-75.7% | $123,544-84.7% | $64,186-70.6% |
| Participation rate | 82.6% | 74.7%+7.9pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,695 | $3,014-43.8% | $4,628-63.4% | $2,381-28.8% |
| Participant deferral / active EE | $3,762 | $5,240-28.2% | $6,426-41.5% | $3,470+8.4% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,888-99.9% |