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 8-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 | $4,307 | $76,000-94.3% | $154,107-97.2% | $64,186-93.3% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,050 | $3,351-38.8% | $5,298-61.3% | $2,381-13.9% |
| Participant deferral / active EE | $2,352 | $3,175-25.9% | $5,081-53.7% | $3,470-32.2% |
| Admin fee / account holder | $94 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |