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 | $5,097 | $70,475-92.8% | $100,516-94.9% | $79,858-93.6% |
| Participation rate | 80.5% | 73.7%+6.8pp | 79.4%+1.1pp | 69.6%+10.9pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,141 | $2,165-47.3% | $3,418-66.6% | $2,471-53.8% |
| Participant deferral / active EE | $3,942 | $5,181-23.9% | $6,270-37.1% | $3,740+5.4% |
| Admin fee / account holder | $32 | $4,478-99.3% | $8,081-99.6% | $5,306-99.4% |