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 4-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 | $5,178 | $88,594-94.2% | $70,092-92.6% | $134,475-96.1% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.73%-190.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $936 | $3,233-71.0% | $2,559-63.4% | $4,740-80.2% |
| Participant deferral / active EE | $3,458 | $4,772-27.5% | $3,849-10.2% | $6,400-46.0% |
| Admin fee / account holder | $7 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |