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 4-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 | $2,750 | $67,331-95.9% | $60,874-95.5% | $134,475-98.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.93%-49.9pp | 16.90%-16.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,229 | $3,096-60.3% | $2,701-54.5% | $4,740-74.1% |
| Participant deferral / active EE | $1,667 | $4,538-63.3% | $3,817-56.3% | $6,400-74.0% |
| Admin fee / account holder | $11 | $4,582-99.8% | $3,224-99.6% | $11,426-99.9% |