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 | $1,496 | $51,175-97.1% | $70,515-97.9% | $75,163-98.0% |
| Participation rate | 80.4% | 60.9%+19.4pp | 68.3%+12.0pp | 67.2%+13.2pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $427 | $1,826-76.6% | $2,973-85.6% | $2,670-84.0% |
| Participant deferral / active EE | $1,062 | $2,849-62.7% | $4,567-76.7% | $4,125-74.3% |
| Admin fee / account holder | $30 | $4,091-99.3% | $6,412-99.5% | $5,651-99.5% |