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 | $3,566 | $106,543-96.7% | $91,220-96.1% | $134,475-97.3% |
| Participation rate | 93.8% | 76.8%+16.9pp | 73.2%+20.6pp | 81.2%+12.5pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,586 | $3,331-52.4% | $2,850-44.3% | $4,740-66.5% |
| Participant deferral / active EE | $1,913 | $4,719-59.5% | $4,234-54.8% | $6,400-70.1% |
| Admin fee / account holder | $25 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |