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 | $8,073 | $72,012-88.8% | $185,823-95.7% | $79,858-89.9% |
| Participation rate | 92.2% | 65.8%+26.4pp | 78.0%+14.1pp | 69.6%+22.5pp |
| Annual return | 0.00% | 23.12%-23.1pp | 35.95%-36.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,294 | $1,965+16.8% | $4,087-43.9% | $2,471-7.2% |
| Participant deferral / active EE | $4,600 | $3,779+21.7% | $5,632-18.3% | $3,740+23.0% |
| Admin fee / account holder | $22 | $4,513-99.5% | $9,500-99.8% | $5,306-99.6% |