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 | $5,273 | $96,305-94.5% | $80,569-93.5% | $139,434-96.2% |
| Participation rate | 87.0% | 73.6%+13.3pp | 67.0%+20.0pp | 80.3%+6.6pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,813 | $3,262-44.4% | $2,723-33.4% | $4,751-61.8% |
| Participant deferral / active EE | $2,898 | $5,232-44.6% | $4,447-34.8% | $6,710-56.8% |
| Admin fee / account holder | $48 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |