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 4-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 | $4,238 | $100,754-95.8% | $86,677-95.1% | $134,475-96.8% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,678 | $3,489-51.9% | $2,836-40.8% | $4,740-64.6% |
| Participant deferral / active EE | $2,393 | $5,338-55.2% | $4,656-48.6% | $6,400-62.6% |
| Admin fee / account holder | $100 | $10,926-99.1% | $7,493-98.7% | $11,426-99.1% |