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 | $3,705 | $93,373-96.0% | $152,466-97.6% | $85,850-95.7% |
| Participation rate | 86.4% | 70.1%+16.3pp | 78.2%+8.2pp | 69.3%+17.0pp |
| Annual return | 0.00% | 21.84%-21.8pp | 757.33%-757.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,295 | $2,996-56.8% | $4,327-70.1% | $2,565-49.5% |
| Participant deferral / active EE | $1,938 | $4,550-57.4% | $5,820-66.7% | $3,952-51.0% |
| Admin fee / account holder | $0 | $13,853-100.0% | $15,805-100.0% | $6,260-100.0% |