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 4-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 | $3,736 | $118,849-96.9% | $96,562-96.1% | $167,490-97.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,458 | $3,120-53.3% | $2,356-38.1% | $4,837-69.9% |
| Participant deferral / active EE | $2,535 | $4,616-45.1% | $3,849-34.1% | $6,341-60.0% |
| Admin fee / account holder | $10 | $8,065-99.9% | $6,181-99.8% | $12,309-99.9% |