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 5-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 | $21,930 | $105,181-79.2% | $159,436-86.2% | $85,850-74.5% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.8%+10.7pp | 69.3%+24.2pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,246 | $3,318-2.2% | $4,829-32.8% | $2,565+26.6% |
| Participant deferral / active EE | $7,803 | $5,945+31.3% | $7,352+6.1% | $3,952+97.5% |
| Admin fee / account holder | $72 | $6,933-99.0% | $10,799-99.3% | $6,260-98.8% |