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 5-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 | $3,932 | $91,190-95.7% | $178,490-97.8% | $79,858-95.1% |
| Participation rate | 73.3% | 69.2%+4.1pp | 81.9%-8.7pp | 69.6%+3.6pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.07%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,636 | $3,256-49.8% | $5,011-67.4% | $2,471-33.8% |
| Participant deferral / active EE | $1,521 | $3,236-53.0% | $5,202-70.8% | $3,740-59.3% |
| Admin fee / account holder | $11 | $6,751-99.8% | $13,984-99.9% | $5,306-99.8% |