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 10-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 | $4,511 | $112,096-96.0% | $95,952-95.3% | $158,922-97.2% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,539 | $3,198-51.9% | $2,541-39.4% | $4,761-67.7% |
| Participant deferral / active EE | $2,549 | $4,784-46.7% | $4,167-38.8% | $5,982-57.4% |
| Admin fee / account holder | $165 | $10,130-98.4% | $6,795-97.6% | $11,246-98.5% |