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 | $3,916 | $63,346-93.8% | $92,233-95.8% | $70,131-94.4% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $636 | $2,471-74.3% | $3,679-82.7% | $2,342-72.8% |
| Participant deferral / active EE | $3,416 | $2,854+19.7% | $3,897-12.3% | $3,332+2.5% |
| Admin fee / account holder | $8 | $3,840-99.8% | $5,194-99.8% | $4,645-99.8% |