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 | $6,598 | $107,334-93.9% | $92,893-92.9% | $152,861-95.7% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,828 | $4,221-56.7% | $3,653-50.0% | $4,762-61.6% |
| Participant deferral / active EE | $4,304 | $4,845-11.2% | $4,236+1.6% | $5,850-26.4% |
| Admin fee / account holder | $60 | $7,079-99.1% | $5,794-99.0% | $11,596-99.5% |