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 6-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 | $3,212 | $104,486-96.9% | $76,817-95.8% | $152,861-97.9% |
| 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 | $676 | $3,116-78.3% | $2,302-70.7% | $4,762-85.8% |
| Participant deferral / active EE | $1,565 | $4,236-63.0% | $3,336-53.1% | $5,850-73.2% |
| Admin fee / account holder | $46 | $12,275-99.6% | $6,420-99.3% | $11,596-99.6% |