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 | $4,080 | $60,124-93.2% | $90,404-95.5% | $79,858-94.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $969 | $2,068-53.1% | $3,262-70.3% | $2,471-60.8% |
| Participant deferral / active EE | $2,954 | $2,938+0.5% | $3,963-25.5% | $3,740-21.0% |
| Admin fee / account holder | $47 | $3,976-98.8% | $5,611-99.2% | $5,306-99.1% |