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 | $2,896 | $39,019-92.6% | $80,716-96.4% | $85,850-96.6% |
| Participation rate | 75.0% | 41.5%+33.5pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $855 | $722+18.4% | $1,160-26.3% | $2,565-66.7% |
| Participant deferral / active EE | $1,681 | $1,326+26.8% | $2,146-21.7% | $3,952-57.5% |
| Admin fee / account holder | $20 | $2,431-99.2% | $3,380-99.4% | $6,260-99.7% |