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 8-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 | $4,719 | $63,346-92.6% | $92,233-94.9% | $70,131-93.3% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.0pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $860 | $2,471-65.2% | $3,679-76.6% | $2,342-63.3% |
| Participant deferral / active EE | $3,048 | $2,854+6.8% | $3,897-21.8% | $3,332-8.5% |
| Admin fee / account holder | $14 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |