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 7-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 | $2,618 | $49,177-94.7% | $79,464-96.7% | $64,186-95.9% |
| Participation rate | 73.7% | 65.0%+8.7pp | 73.3%+0.3pp | 69.6%+4.1pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $250 | $2,076-88.0% | $2,800-91.1% | $2,381-89.5% |
| Participant deferral / active EE | $1,995 | $2,821-29.3% | $3,704-46.1% | $3,470-42.5% |
| Admin fee / account holder | $8 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |