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 | $4,430 | $93,024-95.2% | $77,024-94.2% | $134,475-96.7% |
| Participation rate | 79.2% | 74.5%+4.7pp | 67.9%+11.3pp | 81.2%-2.1pp |
| Annual return | 0.00% | 62.60%-62.6pp | 42.32%-42.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,382 | $5,238-16.3% | $4,426-1.0% | $6,400-31.5% |
| Admin fee / account holder | $171 | $6,944-97.5% | $5,425-96.8% | $11,426-98.5% |