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 | $3,086 | $102,616-97.0% | $81,983-96.2% | $158,922-98.1% |
| Participation rate | 73.9% | 75.5%-1.6pp | 69.2%+4.7pp | 82.0%-8.0pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,328 | $3,240-28.2% | $2,498-6.8% | $4,761-51.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $27 | $8,235-99.7% | $5,664-99.5% | $11,246-99.8% |