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 | $5,639 | $109,817-94.9% | $98,442-94.3% | $167,490-96.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,734 | $3,224-46.2% | $2,960-41.4% | $4,837-64.2% |
| Participant deferral / active EE | $2,660 | $4,673-43.1% | $4,276-37.8% | $6,341-58.0% |
| Admin fee / account holder | $56 | $6,753-99.2% | $5,949-99.1% | $12,309-99.5% |