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 3-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 | $2,425 | $59,101-95.9% | $77,163-96.9% | $75,163-96.8% |
| Participation rate | 92.5% | 63.9%+28.6pp | 69.6%+22.9pp | 67.2%+25.3pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $957 | $1,995-52.0% | $2,535-62.3% | $2,670-64.2% |
| Participant deferral / active EE | $1,342 | $2,999-55.2% | $3,833-65.0% | $4,125-67.5% |
| Admin fee / account holder | $1 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |