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 6-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 | $3,471 | $83,908-95.9% | $68,509-94.9% | $125,391-97.2% |
| Participation rate | 78.6% | 78.2%+0.4pp | 74.7%+3.8pp | 83.2%-4.6pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,509 | $4,125-63.4% | $3,382-55.4% | $5,352-71.8% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |