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 3-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 | $15,335 | $192,717-92.0% | $142,449-89.2% | $139,434-89.0% |
| Participation rate | 80.0% | 81.5%-1.5pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 17.99%-18.0pp | 19.99%-20.0pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,361 | $5,806-42.1% | $4,847-30.7% | $4,751-29.3% |
| Participant deferral / active EE | $8,037 | $7,208+11.5% | $6,283+27.9% | $6,710+19.8% |
| Admin fee / account holder | $20 | $15,124-99.9% | $10,011-99.8% | $11,403-99.8% |