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 9-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 | $4,252 | $77,634-94.5% | $156,549-97.3% | $62,891-93.2% |
| Participation rate | 97.5% | 71.2%+26.3pp | 84.0%+13.5pp | 69.3%+28.2pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,226 | $3,444-64.4% | $5,501-77.7% | $2,281-46.3% |
| Participant deferral / active EE | $1,512 | $3,045-50.4% | $4,871-69.0% | $3,203-52.8% |
| Admin fee / account holder | $57 | $5,561-99.0% | $13,027-99.6% | $4,296-98.7% |