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 7-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 | $2,913 | $85,202-96.6% | $172,739-98.3% | $72,985-96.0% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $780 | $3,324-76.5% | $5,143-84.8% | $2,440-68.0% |
| Participant deferral / active EE | $1,906 | $3,260-41.5% | $5,198-63.3% | $3,607-47.2% |
| Admin fee / account holder | $27 | $5,884-99.5% | $13,954-99.8% | $5,124-99.5% |