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 | $3,225 | $42,546-92.4% | $71,796-95.5% | $55,167-94.2% |
| Participation rate | 83.1% | 59.1%+24.0pp | 69.1%+14.0pp | 69.0%+14.1pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,486 | $2,064+20.4% | $2,794-11.0% | $3,054-18.6% |
| Admin fee / account holder | $8 | $650-98.7% | $4,815-99.8% | $504-98.3% |