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 4-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 | $3,731 | $70,428-94.7% | $96,562-96.1% | $85,850-95.7% |
| Participation rate | 83.7% | 61.8%+21.9pp | 69.8%+13.9pp | 69.3%+14.4pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,048 | $1,413-25.8% | $2,356-55.5% | $2,565-59.1% |
| Participant deferral / active EE | $2,212 | $2,894-23.5% | $3,849-42.5% | $3,952-44.0% |
| Admin fee / account holder | $164 | $4,997-96.7% | $6,181-97.4% | $6,260-97.4% |