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 | $4,215 | $76,000-94.5% | $154,107-97.3% | $64,186-93.4% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,281 | $3,351-61.8% | $5,298-75.8% | $2,381-46.2% |
| Participant deferral / active EE | $2,164 | $3,175-31.9% | $5,081-57.4% | $3,470-37.6% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |