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 | $3,583 | $91,552-96.1% | $133,956-97.3% | $79,858-95.5% |
| Participation rate | 87.7% | 73.3%+14.3pp | 79.8%+7.8pp | 69.6%+18.0pp |
| Annual return | 0.00% | 61.85%-61.8pp | 45.09%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,183 | $2,384-50.4% | $3,919-69.8% | $2,471-52.1% |
| Participant deferral / active EE | $2,344 | $3,733-37.2% | $5,048-53.6% | $3,740-37.3% |
| Admin fee / account holder | $106 | $6,321-98.3% | $8,927-98.8% | $5,306-98.0% |