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 | $2,594 | $58,512-95.6% | $84,015-96.9% | $72,985-96.4% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.31%-71.3pp | 81.00%-81.0pp |
| Employer contribution / active EE | $629 | $1,163-45.9% | $1,983-68.3% | $2,440-74.2% |
| Participant deferral / active EE | $1,656 | $2,394-30.8% | $3,239-48.9% | $3,607-54.1% |
| Admin fee / account holder | $12 | $4,569-99.7% | $6,101-99.8% | $5,124-99.8% |