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 | $2,844 | $96,305-97.0% | $80,569-96.5% | $139,434-98.0% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,809 | $3,262-44.5% | $2,723-33.6% | $4,751-61.9% |
| Participant deferral / active EE | $2,151 | $5,232-58.9% | $4,447-51.6% | $6,710-68.0% |
| Admin fee / account holder | $19 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |