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 | $1,285 | $54,762-97.7% | $90,281-98.6% | $72,985-98.2% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $560 | $2,092-73.2% | $2,854-80.4% | $2,440-77.0% |
| Participant deferral / active EE | $878 | $2,887-69.6% | $3,885-77.4% | $3,607-75.7% |
| Admin fee / account holder | $5 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |