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 8-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 | $4,702 | $97,757-95.2% | $83,848-94.4% | $135,375-96.5% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,236 | $4,222-70.7% | $3,631-66.0% | $4,779-74.1% |
| Participant deferral / active EE | $3,297 | $4,682-29.6% | $4,082-19.2% | $5,609-41.2% |
| Admin fee / account holder | $139 | $6,674-97.9% | $5,478-97.5% | $10,827-98.7% |