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 | $9,362 | $157,256-94.0% | $141,162-93.4% | $152,861-93.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,546 | $5,261-70.6% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $6,411 | $7,109-9.8% | $6,709-4.4% | $5,850+9.6% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |