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 | $5,094 | $116,175-95.6% | $93,606-94.6% | $152,861-96.7% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,344 | $3,218-58.2% | $2,718-50.6% | $4,762-71.8% |
| Participant deferral / active EE | $3,451 | $4,603-25.0% | $4,069-15.2% | $5,850-41.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |