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 | $11,353 | $176,812-93.6% | $146,665-92.3% | $167,490-93.2% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,995 | $5,160-61.3% | $4,136-51.8% | $4,837-58.8% |
| Participant deferral / active EE | $7,201 | $6,440+11.8% | $5,506+30.8% | $6,341+13.6% |
| Admin fee / account holder | $1 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |