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 5-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 | $4,516 | $105,181-95.7% | $159,436-97.2% | $85,850-94.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,130 | $3,318-65.9% | $4,829-76.6% | $2,565-55.9% |
| Participant deferral / active EE | $2,843 | $5,945-52.2% | $7,352-61.3% | $3,952-28.1% |
| Admin fee / account holder | $21 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |