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 9-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 | $2,450 | $97,757-97.5% | $83,848-97.1% | $135,375-98.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,918 | $4,222-7.2% | $3,631+7.9% | $4,779-18.0% |
| Participant deferral / active EE | $1,515 | $4,682-67.6% | $4,082-62.9% | $5,609-73.0% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |