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 | $1,117 | $74,888-98.5% | $71,209-98.4% | $142,382-99.2% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $453 | $2,854-84.1% | $2,721-83.4% | $4,299-89.5% |
| Participant deferral / active EE | $650 | $4,454-85.4% | $4,175-84.4% | $6,507-90.0% |
| Admin fee / account holder | $2 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |