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 5-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 | $1,472 | $60,124-97.6% | $90,404-98.4% | $79,858-98.2% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $458 | $2,068-77.9% | $3,262-86.0% | $2,471-81.5% |
| Participant deferral / active EE | $776 | $2,938-73.6% | $3,963-80.4% | $3,740-79.2% |
| Admin fee / account holder | $4 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |