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 | $11,513 | $65,561-82.4% | $86,188-86.6% | $75,163-84.7% |
| Participation rate | 77.8% | 60.5%+17.3pp | 69.0%+8.8pp | 67.2%+10.6pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,554 | $1,553+0.1% | $2,380-34.7% | $2,670-41.8% |
| Participant deferral / active EE | $2,512 | $3,024-16.9% | $3,985-37.0% | $4,125-39.1% |
| Admin fee / account holder | $223 | $5,474-95.9% | $6,852-96.7% | $5,651-96.0% |