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 | $3,302 | $155,788-97.9% | $124,672-97.4% | $167,490-98.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,670 | $4,163-35.9% | $3,324-19.7% | $4,837-44.8% |
| Participant deferral / active EE | $3,892 | $5,673-31.4% | $4,614-15.7% | $6,341-38.6% |
| Admin fee / account holder | $184 | $9,531-98.1% | $7,493-97.6% | $12,309-98.5% |