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 9-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 | $5,502 | $63,346-91.3% | $92,233-94.0% | $70,131-92.2% |
| Participation rate | 82.2% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,780 | $2,471-28.0% | $3,679-51.6% | $2,342-24.0% |
| Participant deferral / active EE | $3,690 | $2,854+29.3% | $3,897-5.3% | $3,332+10.8% |
| Admin fee / account holder | $42 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |