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 6-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 | $10,986 | $98,750-88.9% | $149,696-92.7% | $79,858-86.2% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,082 | $3,216-35.3% | $4,644-55.2% | $2,471-15.7% |
| Participant deferral / active EE | $4,099 | $5,680-27.8% | $6,842-40.1% | $3,740+9.6% |
| Admin fee / account holder | $156 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |