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 7-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 | $6,258 | $77,813-92.0% | $123,544-94.9% | $64,186-90.3% |
| Participation rate | 87.0% | 74.7%+12.3pp | 82.3%+4.7pp | 69.6%+17.5pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,392 | $5,240+2.9% | $6,426-16.1% | $3,470+55.4% |
| Admin fee / account holder | $130 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |