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 | $9,352 | $125,758-92.6% | $169,993-94.5% | $75,163-87.6% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,316 | $6,837-51.5% | $10,408-68.1% | $4,125-19.6% |
| Admin fee / account holder | $66 | $8,173-99.2% | $12,815-99.5% | $5,651-98.8% |