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 | $2,958 | $152,509-98.1% | $117,472-97.5% | $134,475-97.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,478 | $5,571-73.5% | $4,176-64.6% | $4,740-68.8% |
| Participant deferral / active EE | $3,866 | $4,818-19.8% | $4,070-5.0% | $6,400-39.6% |
| Admin fee / account holder | $4 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |