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 3-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 | $13,932 | $93,571-85.1% | $135,903-89.7% | $75,163-81.5% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,877 | $3,537-18.7% | $4,856-40.8% | $2,670+7.8% |
| Participant deferral / active EE | $8,340 | $6,404+30.2% | $7,758+7.5% | $4,125+102.2% |
| Admin fee / account holder | $50 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |