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 | $4,672 | $104,907-95.5% | $84,611-94.5% | $152,861-96.9% |
| Participation rate | 92.3% | 74.8%+17.5pp | 68.2%+24.1pp | 82.4%+9.9pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,368 | $3,302-58.6% | $2,652-48.4% | $4,762-71.3% |
| Participant deferral / active EE | $3,027 | $4,688-35.4% | $3,899-22.4% | $5,850-48.3% |
| Admin fee / account holder | $121 | $6,241-98.1% | $4,912-97.5% | $11,596-99.0% |