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 | $2,253 | $72,277-96.9% | $101,248-97.8% | $79,858-97.2% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $650 | $2,692-75.9% | $3,660-82.2% | $2,471-73.7% |
| Participant deferral / active EE | $1,386 | $3,282-57.8% | $4,370-68.3% | $3,740-62.9% |
| Admin fee / account holder | $5 | $4,400-99.9% | $5,945-99.9% | $5,306-99.9% |