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 | $10,055 | $50,958-80.3% | $74,550-86.5% | $64,186-84.3% |
| Participation rate | 96.9% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $7,001 | $1,115+527.7% | $1,961+257.0% | $2,381+194.1% |
| Participant deferral / active EE | $4,218 | $2,301+83.3% | $3,108+35.7% | $3,470+21.6% |
| Admin fee / account holder | $75 | $4,223-98.2% | $5,060-98.5% | $4,888-98.5% |