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 | $2,786 | $176,662-98.4% | $130,648-97.9% | $152,861-98.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.4%-11.0pp |
| Annual return | 0.00% | 2692.24%-2692.2pp | 1708.96%-1709.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $594 | $5,742-89.7% | $4,092-85.5% | $4,762-87.5% |
| Participant deferral / active EE | $1,231 | $4,361-71.8% | $3,603-65.8% | $5,850-79.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |