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 | $6,029 | $93,346-93.5% | $71,796-91.6% | $273,961-97.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.83% | 130.39%-122.6pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,198 | $2,733-56.2% | $1,924-37.8% | $4,869-75.4% |
| Participant deferral / active EE | $1,823 | $3,475-47.5% | $2,794-34.8% | $5,287-65.5% |
| Admin fee / account holder | $43 | $6,571-99.3% | $4,815-99.1% | $10,132-99.6% |