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 | $2,496 | $108,642-97.7% | $74,701-96.7% | $152,861-98.4% |
| Participation rate | 94.7% | 65.3%+29.4pp | 54.5%+40.3pp | 82.4%+12.3pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $486 | $1,503-67.6% | $1,084-55.1% | $4,762-89.8% |
| Participant deferral / active EE | $2,058 | $2,712-24.1% | $1,964+4.8% | $5,850-64.8% |
| Admin fee / account holder | $4 | $4,902-99.9% | $3,333-99.9% | $11,596-100.0% |