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 | $2,972 | $102,616-97.1% | $81,983-96.4% | $158,922-98.1% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.2%+22.1pp | 82.0%+9.3pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $981 | $3,240-69.7% | $2,498-60.7% | $4,761-79.4% |
| Participant deferral / active EE | $1,674 | $4,648-64.0% | $3,722-55.0% | $5,982-72.0% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |