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 3-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 | $4,399 | $95,561-95.4% | $77,163-94.3% | $139,434-96.8% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 0.00% | 54.92%-54.9pp | 37.87%-37.9pp | 372.94%-372.9pp |
| Employer contribution / active EE | $582 | $3,147-81.5% | $2,535-77.0% | $4,751-87.7% |
| Participant deferral / active EE | $2,305 | $4,624-50.2% | $3,833-39.9% | $6,710-65.7% |
| Admin fee / account holder | $35 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |