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 | $3,488 | $185,200-98.1% | $142,863-97.6% | $167,490-97.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 8555.70%-8555.7pp | 5637.54%-5637.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,665 | $5,604-70.3% | $4,144-59.8% | $4,837-65.6% |
| Participant deferral / active EE | $1,665 | $4,494-63.0% | $3,837-56.6% | $6,341-73.7% |
| Admin fee / account holder | $7 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |