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 | $18,302 | $61,660-70.3% | $80,019-77.1% | $64,186-71.5% |
| Participation rate | 97.4% | 71.7%+25.7pp | 75.8%+21.6pp | 69.6%+27.9pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,718 | $1,810-5.1% | $2,468-30.4% | $2,381-27.8% |
| Participant deferral / active EE | $3,141 | $2,968+5.8% | $3,686-14.8% | $3,470-9.5% |
| Admin fee / account holder | $184 | $5,417-96.6% | $6,521-97.2% | $4,888-96.2% |