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 10-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 | $3,437 | $99,020-96.5% | $86,590-96.0% | $147,584-97.7% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,051 | $3,132-66.5% | $2,839-63.0% | $4,876-78.5% |
| Participant deferral / active EE | $2,142 | $3,972-46.1% | $3,609-40.6% | $5,439-60.6% |
| Admin fee / account holder | $40 | $5,710-99.3% | $4,906-99.2% | $10,885-99.6% |