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 | $3,624 | $114,381-96.8% | $107,525-96.6% | $142,382-97.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,076 | $4,015-48.3% | $3,754-44.7% | $4,299-51.7% |
| Participant deferral / active EE | $2,076 | $5,564-62.7% | $5,116-59.4% | $6,507-68.1% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |