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 5-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 | $1,232 | $37,426-96.7% | $77,482-98.4% | $79,858-98.5% |
| Participation rate | 88.9% | 41.5%+47.4pp | 54.2%+34.7pp | 69.6%+19.3pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $473 | $637-25.6% | $986-52.0% | $2,471-80.8% |
| Participant deferral / active EE | $676 | $1,260-46.4% | $1,861-63.7% | $3,740-81.9% |
| Admin fee / account holder | $48 | $2,504-98.1% | $2,858-98.3% | $5,306-99.1% |