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 9-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 | $2,991 | $77,634-96.1% | $156,549-98.1% | $62,891-95.2% |
| Participation rate | 90.9% | 71.2%+19.7pp | 84.0%+6.9pp | 69.3%+21.6pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $704 | $3,444-79.6% | $5,501-87.2% | $2,281-69.2% |
| Participant deferral / active EE | $1,462 | $3,045-52.0% | $4,871-70.0% | $3,203-54.4% |
| Admin fee / account holder | $36 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |