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 | $6,658 | $45,152-85.3% | $73,843-91.0% | $59,632-88.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $827 | $1,902-56.5% | $2,787-70.3% | $2,203-62.4% |
| Participant deferral / active EE | $2,340 | $2,574-9.1% | $3,583-34.7% | $3,192-26.7% |
| Admin fee / account holder | $14 | $3,516-99.6% | $4,880-99.7% | $4,297-99.7% |