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 | $5,146 | $138,044-96.3% | $125,339-95.9% | $134,475-96.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,908 | $5,243-63.6% | $4,814-60.4% | $4,740-59.7% |
| Participant deferral / active EE | $3,891 | $7,799-50.1% | $7,446-47.8% | $6,400-39.2% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |