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 4-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 | $10,282 | $105,181-90.2% | $159,436-93.6% | $85,850-88.0% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,316 | $3,318-30.2% | $4,829-52.0% | $2,565-9.7% |
| Participant deferral / active EE | $4,478 | $5,945-24.7% | $7,352-39.1% | $3,952+13.3% |
| Admin fee / account holder | $93 | $6,933-98.7% | $10,799-99.1% | $6,260-98.5% |