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 7-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 | $3,794 | $107,934-96.5% | $91,989-95.9% | $152,861-97.5% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,397 | $4,210-66.8% | $3,452-59.5% | $4,762-70.7% |
| Participant deferral / active EE | $2,996 | $6,364-52.9% | $5,923-49.4% | $5,850-48.8% |
| Admin fee / account holder | $173 | $10,520-98.4% | $7,743-97.8% | $11,596-98.5% |