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 | $1,481 | $79,523-98.1% | $140,016-98.9% | $56,287-97.4% |
| Participation rate | 89.3% | 85.7%+3.6pp | 87.5%+1.8pp | 69.9%+19.4pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.12%-651.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,322 | $3,350-60.5% | $5,606-76.4% | $2,111-37.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |