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 | $5,045 | $64,348-92.2% | $90,160-94.4% | $70,131-92.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.88%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,391 | $2,046-32.0% | $3,318-58.1% | $2,342-40.6% |
| Participant deferral / active EE | $2,907 | $4,389-33.8% | $5,288-45.0% | $3,332-12.7% |
| Admin fee / account holder | $40 | $3,944-99.0% | $5,943-99.3% | $4,645-99.1% |