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 4-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 | $11,698 | $167,484-93.0% | $151,611-92.3% | $134,475-91.3% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,446 | $6,829-34.9% | $6,166-27.9% | $4,740-6.2% |
| Participant deferral / active EE | $6,940 | $8,986-22.8% | $8,363-17.0% | $6,400+8.4% |
| Admin fee / account holder | $110 | $13,783-99.2% | $11,616-99.1% | $11,426-99.0% |