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 4-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 | $2,713 | $70,428-96.1% | $96,562-97.2% | $85,850-96.8% |
| Participation rate | 90.0% | 61.8%+28.2pp | 69.8%+20.2pp | 69.3%+20.7pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $623 | $1,413-55.9% | $2,356-73.6% | $2,565-75.7% |
| Participant deferral / active EE | $1,848 | $2,894-36.2% | $3,849-52.0% | $3,952-53.2% |
| Admin fee / account holder | $10 | $4,997-99.8% | $6,181-99.8% | $6,260-99.8% |