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 | $3,829 | $77,899-95.1% | $149,673-97.4% | $75,163-94.9% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,752 | $3,137-44.2% | $4,818-63.6% | $2,670-34.4% |
| Participant deferral / active EE | $2,253 | $3,411-33.9% | $5,680-60.3% | $4,125-45.4% |
| Admin fee / account holder | $151 | $5,956-97.5% | $13,210-98.9% | $5,651-97.3% |