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 | $5,463 | $70,428-92.2% | $96,562-94.3% | $85,850-93.6% |
| Participation rate | 84.2% | 61.8%+22.4pp | 69.8%+14.4pp | 69.3%+14.9pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,367 | $1,413-3.2% | $2,356-42.0% | $2,565-46.7% |
| Participant deferral / active EE | $3,332 | $2,894+15.1% | $3,849-13.4% | $3,952-15.7% |
| Admin fee / account holder | $75 | $4,997-98.5% | $6,181-98.8% | $6,260-98.8% |