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 | $3,794 | $78,422-95.2% | $95,952-96.0% | $79,858-95.2% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,127 | $1,945-42.1% | $2,541-55.6% | $2,471-54.4% |
| Participant deferral / active EE | $1,906 | $3,440-44.6% | $4,167-54.3% | $3,740-49.0% |
| Admin fee / account holder | $222 | $5,622-96.1% | $6,795-96.7% | $5,306-95.8% |