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 5-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 | $5,713 | $92,703-93.8% | $82,719-93.1% | $134,475-95.8% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,733 | $3,274-47.1% | $3,009-42.4% | $4,740-63.4% |
| Participant deferral / active EE | $1,895 | $4,802-60.5% | $4,395-56.9% | $6,400-70.4% |
| Admin fee / account holder | $78 | $5,983-98.7% | $5,329-98.5% | $11,426-99.3% |