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 | $4,094 | $81,208-95.0% | $98,907-95.9% | $79,858-94.9% |
| Participation rate | 78.3% | 72.5%+5.8pp | 76.0%+2.3pp | 69.6%+8.7pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,483 | $1,960-24.3% | $2,689-44.8% | $2,471-40.0% |
| Participant deferral / active EE | $1,847 | $3,265-43.4% | $4,244-56.5% | $3,740-50.6% |
| Admin fee / account holder | $146 | $6,013-97.6% | $6,642-97.8% | $5,306-97.3% |