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 8-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 | $2,572 | $76,000-96.6% | $154,107-98.3% | $64,186-96.0% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,344 | $3,351-30.1% | $5,298-55.8% | $2,381-1.6% |
| Participant deferral / active EE | $932 | $3,175-70.7% | $5,081-81.7% | $3,470-73.1% |
| Admin fee / account holder | $59 | $5,596-99.0% | $13,411-99.6% | $4,888-98.8% |