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 | $3,928 | $67,331-94.2% | $60,874-93.5% | $134,475-97.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,641 | $3,096-47.0% | $2,701-39.2% | $4,740-65.4% |
| Participant deferral / active EE | $2,844 | $4,538-37.3% | $3,817-25.5% | $6,400-55.6% |
| Admin fee / account holder | $154 | $4,582-96.6% | $3,224-95.2% | $11,426-98.7% |