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 6-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 | $4,120 | $89,355-95.4% | $141,162-97.1% | $72,985-94.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,139 | $3,114-63.4% | $4,735-75.9% | $2,440-53.3% |
| Participant deferral / active EE | $2,420 | $5,418-55.3% | $6,709-63.9% | $3,607-32.9% |
| Admin fee / account holder | $25 | $5,958-99.6% | $10,261-99.8% | $5,124-99.5% |