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 | $4,786 | $83,477-94.3% | $125,175-96.2% | $72,985-93.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 0.00% | 25.78%-25.8pp | 43.79%-43.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,345 | $2,345-42.7% | $3,865-65.2% | $2,440-44.9% |
| Participant deferral / active EE | $2,712 | $3,585-24.4% | $4,937-45.1% | $3,607-24.8% |
| Admin fee / account holder | $15 | $5,517-99.7% | $9,702-99.9% | $5,124-99.7% |