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 5-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 | $8,451 | $101,883-91.7% | $453,369-98.1% | $85,850-90.2% |
| Participation rate | 80.0% | 72.3%+7.7pp | 78.0%+2.0pp | 69.3%+10.7pp |
| Annual return | 0.00% | 25.38%-25.4pp | 64.40%-64.4pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,814 | $2,847-36.3% | $4,070-55.4% | $2,565-29.3% |
| Participant deferral / active EE | $2,968 | $4,782-37.9% | $6,209-52.2% | $3,952-24.9% |
| Admin fee / account holder | $7 | $5,706-99.9% | $11,209-99.9% | $6,260-99.9% |