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 | $4,405 | $110,502-96.0% | $80,716-94.5% | $167,490-97.4% |
| Participation rate | 78.3% | 64.0%+14.3pp | 54.2%+24.1pp | 82.1%-3.8pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $967 | $1,543-37.3% | $1,160-16.7% | $4,837-80.0% |
| Participant deferral / active EE | $2,120 | $2,871-26.2% | $2,146-1.2% | $6,341-66.6% |
| Admin fee / account holder | $83 | $4,545-98.2% | $3,380-97.5% | $12,309-99.3% |