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 | $6,650 | $77,813-91.5% | $123,544-94.6% | $64,186-89.6% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,844 | $3,014-38.8% | $4,628-60.2% | $2,381-22.6% |
| Participant deferral / active EE | $4,491 | $5,240-14.3% | $6,426-30.1% | $3,470+29.5% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.7% | $4,888-99.5% |