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 | $3,223 | $59,839-94.6% | $81,983-96.1% | $79,858-96.0% |
| Participation rate | 74.2% | 61.6%+12.6pp | 69.2%+4.9pp | 69.6%+4.6pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $418 | $1,713-75.6% | $2,498-83.3% | $2,471-83.1% |
| Participant deferral / active EE | $1,958 | $2,695-27.4% | $3,722-47.4% | $3,740-47.7% |
| Admin fee / account holder | $174 | $4,287-95.9% | $5,664-96.9% | $5,306-96.7% |