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 | $12,018 | $82,882-85.5% | $127,761-90.6% | $72,985-83.5% |
| Participation rate | 95.2% | 71.5%+23.7pp | 79.0%+16.2pp | 69.5%+25.7pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,242 | $3,346-3.1% | $4,574-29.1% | $2,440+32.9% |
| Participant deferral / active EE | $3,640 | $4,791-24.0% | $6,021-39.6% | $3,607+0.9% |
| Admin fee / account holder | $0 | $6,487-100.0% | $9,395-100.0% | $5,124-100.0% |