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 3-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 | $6,126 | $75,828-91.9% | $147,614-95.8% | $59,632-89.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.85% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,158 | $3,485-38.1% | $5,564-61.2% | $2,203-2.0% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $48 | $5,985-99.2% | $11,611-99.6% | $4,297-98.9% |