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 6-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 | $3,210 | $129,217-97.5% | $93,406-96.6% | $158,922-98.0% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | 0.00% | 118.21%-118.2pp | 78.05%-78.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,352 | $2,711-50.1% | $2,075-34.8% | $4,761-71.6% |
| Participant deferral / active EE | $1,584 | $3,909-59.5% | $3,126-49.3% | $5,982-73.5% |
| Admin fee / account holder | $14 | $7,383-99.8% | $5,230-99.7% | $11,246-99.9% |