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 | $3,771 | $227,553-98.3% | $189,557-98.0% | $167,490-97.7% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,197 | $5,316-77.5% | $4,412-72.9% | $4,837-75.3% |
| Participant deferral / active EE | $2,719 | $7,002-61.2% | $6,174-56.0% | $6,341-57.1% |
| Admin fee / account holder | $18 | $11,878-99.8% | $9,807-99.8% | $12,309-99.9% |