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 | $5,593 | $73,867-92.4% | $143,757-96.1% | $68,494-91.8% |
| Participation rate | 98.2% | 66.7%+31.6pp | 80.3%+17.9pp | 67.9%+30.4pp |
| Annual return | 2.19% | 1.01%+1.2pp | -0.04%+2.2pp | -7.84%+10.0pp |
| Employer contribution / active EE | $1,343 | $3,184-57.8% | $4,951-72.9% | $2,596-48.3% |
| Participant deferral / active EE | $4,799 | $3,384+41.8% | $5,637-14.9% | $4,027+19.2% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |