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 5-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 | $11,542 | $59,839-80.7% | $81,983-85.9% | $79,858-85.5% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.2%+17.4pp | 69.6%+17.0pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,369 | $2,695+62.1% | $3,722+17.4% | $3,740+16.8% |
| Admin fee / account holder | $298 | $4,287-93.1% | $5,664-94.7% | $5,306-94.4% |