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 | $4,575 | $72,277-93.7% | $101,248-95.5% | $79,858-94.3% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,130 | $2,692-58.0% | $3,660-69.1% | $2,471-54.3% |
| Participant deferral / active EE | $2,417 | $3,282-26.4% | $4,370-44.7% | $3,740-35.4% |
| Admin fee / account holder | $32 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |