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 | $16,087 | $73,004-78.0% | $90,749-82.3% | $68,494-76.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 1.51% | -13.81%+15.3pp | -12.16%+13.7pp | -7.84%+9.4pp |
| Employer contribution / active EE | $1,883 | $2,193-14.1% | $2,921-35.5% | $2,596-27.5% |
| Participant deferral / active EE | $4,685 | $3,627+29.2% | $4,564+2.7% | $4,027+16.3% |
| Admin fee / account holder | $277 | $5,896-95.3% | $8,445-96.7% | $5,403-94.9% |