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 | $4,082 | $85,766-95.2% | $136,294-97.0% | $70,131-94.2% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,452 | $2,966-51.1% | $4,695-69.1% | $2,342-38.0% |
| Participant deferral / active EE | $2,169 | $5,051-57.1% | $6,247-65.3% | $3,332-34.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |