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 | $8,094 | $106,515-92.4% | $96,683-91.6% | $139,434-94.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,643 | $4,103-11.2% | $3,737-2.5% | $4,751-23.3% |
| Participant deferral / active EE | $5,114 | $5,454-6.2% | $4,878+4.8% | $6,710-23.8% |
| Admin fee / account holder | $39 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |