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 6-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 | $16,621 | $157,256-89.4% | $141,162-88.2% | $152,861-89.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,576 | $5,261-70.1% | $4,735-66.7% | $4,762-66.9% |
| Participant deferral / active EE | $4,258 | $7,109-40.1% | $6,709-36.5% | $5,850-27.2% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |