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 | $4,188 | $58,512-92.8% | $84,015-95.0% | $72,985-94.3% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.0%+28.6pp | 69.5%+28.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $954 | $1,163-18.0% | $1,983-51.9% | $2,440-60.9% |
| Participant deferral / active EE | $2,490 | $2,394+4.0% | $3,239-23.1% | $3,607-31.0% |
| Admin fee / account holder | $123 | $4,569-97.3% | $6,101-98.0% | $5,124-97.6% |