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 3-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 | $7,450 | $46,553-84.0% | $64,056-88.4% | $75,163-90.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.03%-26.0pp | 33.69%-33.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,946 | $1,974+49.2% | $2,747+7.3% | $2,670+10.3% |
| Participant deferral / active EE | $4,320 | $2,837+52.3% | $3,880+11.3% | $4,125+4.7% |
| Admin fee / account holder | $4 | $2,952-99.8% | $3,068-99.9% | $5,651-99.9% |