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 | $20,279 | $70,587-71.3% | $124,672-83.7% | $85,850-76.4% |
| Participation rate | 94.7% | 64.4%+30.3pp | 74.6%+20.1pp | 69.3%+25.4pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,274 | $1,913+18.9% | $3,324-31.6% | $2,565-11.3% |
| Participant deferral / active EE | $3,952 | $2,969+33.1% | $4,614-14.4% | $3,9520% |
| Admin fee / account holder | $234 | $5,282-95.6% | $7,493-96.9% | $6,260-96.3% |