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 | $1,159 | $76,738-98.5% | $56,411-97.9% | $145,922-99.2% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $283 | $1,380-79.5% | $1,039-72.8% | $4,660-93.9% |
| Participant deferral / active EE | $1,363 | $2,623-48.0% | $1,952-30.2% | $6,688-79.6% |
| Admin fee / account holder | $242 | $3,334-92.7% | $2,829-91.4% | $13,397-98.2% |