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 | $5,517 | $81,632-93.2% | $70,449-92.2% | $158,922-96.5% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $726 | $3,217-77.4% | $2,737-73.5% | $4,761-84.8% |
| Participant deferral / active EE | $3,211 | $4,554-29.5% | $3,709-13.4% | $5,982-46.3% |
| Admin fee / account holder | $95 | $6,193-98.5% | $3,845-97.5% | $11,246-99.2% |