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 8-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 | $5,793 | $101,069-94.3% | $81,478-92.9% | $147,584-96.1% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.3pp | 82.8%+9.5pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,514 | $3,205-52.8% | $2,568-41.0% | $4,876-69.0% |
| Participant deferral / active EE | $3,633 | $4,242-14.4% | $3,537+2.7% | $5,439-33.2% |
| Admin fee / account holder | $18 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |