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 | $8,274 | $59,839-86.2% | $81,983-89.9% | $79,858-89.6% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.2%+16.5pp | 69.6%+16.1pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,240 | $1,713-27.7% | $2,498-50.4% | $2,471-49.8% |
| Participant deferral / active EE | $1,639 | $2,695-39.2% | $3,722-56.0% | $3,740-56.2% |
| Admin fee / account holder | $92 | $4,287-97.9% | $5,664-98.4% | $5,306-98.3% |