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 | $5,353 | $105,126-94.9% | $94,646-94.3% | $139,434-96.2% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,295 | $4,106-44.1% | $3,672-37.5% | $4,751-51.7% |
| Participant deferral / active EE | $3,046 | $7,599-59.9% | $7,418-58.9% | $6,710-54.6% |
| Admin fee / account holder | $1 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |