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 6-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 | $4,713 | $72,277-93.5% | $101,248-95.3% | $79,858-94.1% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,899 | $2,692-29.5% | $3,660-48.1% | $2,471-23.2% |
| Participant deferral / active EE | $1,870 | $3,282-43.0% | $4,370-57.2% | $3,740-50.0% |
| Admin fee / account holder | $13 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |