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 | $2,718 | $100,901-97.3% | $75,670-96.4% | $147,584-98.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 72.3%+7.7pp | 82.8%-2.8pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $691 | $3,253-78.8% | $2,352-70.6% | $4,876-85.8% |
| Participant deferral / active EE | $1,673 | $4,027-58.5% | $3,142-46.8% | $5,439-69.2% |
| Admin fee / account holder | $23 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |