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 | $5,172 | $190,805-97.3% | $159,960-96.8% | $134,475-96.2% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,789 | $4,995-64.2% | $4,226-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $3,227 | $6,923-53.4% | $6,182-47.8% | $6,400-49.6% |
| Admin fee / account holder | $93 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |