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 9-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 | $3,004 | $73,515-95.9% | $62,995-95.2% | $147,584-98.0% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.8%+6.4pp | 82.8%-1.6pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $799 | $3,320-75.9% | $2,759-71.0% | $4,876-83.6% |
| Participant deferral / active EE | $1,809 | $4,185-56.8% | $3,329-45.7% | $5,439-66.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |