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 | $4,466 | $67,331-93.4% | $60,874-92.7% | $134,475-96.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,975 | $3,096-36.2% | $2,701-26.9% | $4,740-58.3% |
| Participant deferral / active EE | $2,727 | $4,538-39.9% | $3,817-28.5% | $6,400-57.4% |
| Admin fee / account holder | -$208 | $4,582-104.5% | $3,224-106.5% | $11,426-101.8% |