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 | $5,710 | $96,305-94.1% | $80,569-92.9% | $139,434-95.9% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,318 | $3,262-28.9% | $2,723-14.9% | $4,751-51.2% |
| Participant deferral / active EE | $3,932 | $5,232-24.9% | $4,447-11.6% | $6,710-41.4% |
| Admin fee / account holder | $8 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |