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 8-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 | $3,705 | $77,813-95.2% | $123,544-97.0% | $64,186-94.2% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,225 | $3,014-59.4% | $4,628-73.5% | $2,381-48.6% |
| Participant deferral / active EE | $2,372 | $5,240-54.7% | $6,426-63.1% | $3,470-31.6% |
| Admin fee / account holder | $37 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |