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 8-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 | $2,658 | $95,971-97.2% | $74,550-96.4% | $135,375-98.0% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $904 | $2,716-66.7% | $1,961-53.9% | $4,779-81.1% |
| Participant deferral / active EE | $1,691 | $3,843-56.0% | $3,108-45.6% | $5,609-69.8% |
| Admin fee / account holder | $4 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |