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 3-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 | $4,609 | $96,635-95.2% | $86,612-94.7% | $139,434-96.7% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,813 | $3,263-44.5% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $3,639 | $4,836-24.7% | $4,438-18.0% | $6,710-45.8% |
| Admin fee / account holder | $37 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |