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 | $7,951 | $65,409-87.8% | $98,442-91.9% | $85,850-90.7% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.0pp | 69.3%+22.1pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $536 | $2,168-75.3% | $2,960-81.9% | $2,565-79.1% |
| Participant deferral / active EE | $1,509 | $3,166-52.3% | $4,276-64.7% | $3,952-61.8% |
| Admin fee / account holder | $68 | $4,593-98.5% | $5,949-98.9% | $6,260-98.9% |