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 3-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 | $3,934 | $96,635-95.9% | $86,612-95.5% | $139,434-97.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,110 | $3,263-4.7% | $3,022+2.9% | $4,751-34.5% |
| Participant deferral / active EE | $2,174 | $4,836-55.1% | $4,438-51.0% | $6,710-67.6% |
| Admin fee / account holder | $140 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |