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 | $5,232 | $86,286-93.9% | $111,297-95.3% | $85,850-93.9% |
| Participation rate | 98.2% | 73.3%+24.9pp | 77.3%+20.9pp | 69.3%+28.9pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,855 | $2,043-9.2% | $2,731-32.1% | $2,565-27.7% |
| Participant deferral / active EE | $3,621 | $3,641-0.5% | $4,487-19.3% | $3,952-8.4% |
| Admin fee / account holder | $153 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |