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 7-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 | $4,632 | $76,000-93.9% | $154,107-97.0% | $64,186-92.8% |
| Participation rate | 80.3% | 70.4%+9.9pp | 83.0%-2.7pp | 69.6%+10.7pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,303 | $3,175+4.0% | $5,081-35.0% | $3,470-4.8% |
| Admin fee / account holder | $15 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |