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 3-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 | $6,392 | $59,101-89.2% | $77,163-91.7% | $75,163-91.5% |
| Participation rate | 72.1% | 63.9%+8.2pp | 69.6%+2.5pp | 67.2%+4.9pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.87%-37.9pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,074 | $1,995-46.2% | $2,535-57.6% | $2,670-59.8% |
| Participant deferral / active EE | $1,508 | $2,999-49.7% | $3,833-60.7% | $4,125-63.4% |
| Admin fee / account holder | $5 | $4,774-99.9% | $5,472-99.9% | $5,651-99.9% |