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 | $2,424 | $60,124-96.0% | $90,404-97.3% | $79,858-97.0% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $849 | $2,068-58.9% | $3,262-74.0% | $2,471-65.6% |
| Participant deferral / active EE | $1,079 | $2,938-63.3% | $3,963-72.8% | $3,740-71.1% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |