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 | $4,674 | $61,605-92.4% | $112,229-95.8% | $75,163-93.8% |
| Participation rate | 70.4% | 61.7%+8.7pp | 72.4%-2.1pp | 67.2%+3.2pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.20%-30.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $874 | $2,015-56.6% | $3,430-74.5% | $2,670-67.3% |
| Participant deferral / active EE | $2,479 | $3,108-20.2% | $4,798-48.3% | $4,125-39.9% |
| Admin fee / account holder | $6 | $4,862-99.9% | $7,748-99.9% | $5,651-99.9% |