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 | $4,307 | $49,922-91.4% | $80,569-94.7% | $75,163-94.3% |
| Participation rate | 80.6% | 55.3%+25.3pp | 67.0%+13.6pp | 67.2%+13.5pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $333 | $1,698-80.4% | $2,723-87.8% | $2,670-87.5% |
| Participant deferral / active EE | $746 | $2,990-75.1% | $4,447-83.2% | $4,125-81.9% |
| Admin fee / account holder | $18 | $3,577-99.5% | $5,377-99.7% | $5,651-99.7% |