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 | $5,321 | $157,256-96.6% | $141,162-96.2% | $152,861-96.5% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.4%+13.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,079 | $5,261-60.5% | $4,735-56.1% | $4,762-56.3% |
| Participant deferral / active EE | $2,853 | $7,109-59.9% | $6,709-57.5% | $5,850-51.2% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |