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 | $4,132 | $93,024-95.6% | $77,024-94.6% | $134,475-96.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $602 | $3,418-82.4% | $2,812-78.6% | $4,740-87.3% |
| Participant deferral / active EE | $5,350 | $5,238+2.1% | $4,426+20.9% | $6,400-16.4% |
| Admin fee / account holder | $14 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |