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 | $12,345 | $63,764-80.6% | $81,930-84.9% | $79,858-84.5% |
| Participation rate | 97.4% | 67.5%+29.9pp | 72.0%+25.4pp | 69.6%+27.7pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,016 | $1,795-43.4% | $4,310-76.4% | $2,471-58.9% |
| Participant deferral / active EE | $2,130 | $2,780-23.4% | $7,107-70.0% | $3,740-43.0% |
| Admin fee / account holder | $4 | $4,426-99.9% | $5,158-99.9% | $5,306-99.9% |