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 | $2,292 | $104,486-97.8% | $76,817-97.0% | $152,861-98.5% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $514 | $3,116-83.5% | $2,302-77.7% | $4,762-89.2% |
| Participant deferral / active EE | $1,144 | $4,236-73.0% | $3,336-65.7% | $5,850-80.4% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |