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 3-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 | $2,929 | $57,281-94.9% | $86,612-96.6% | $75,163-96.1% |
| Participation rate | 96.6% | 63.2%+33.4pp | 71.7%+24.9pp | 67.2%+29.4pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $903 | $2,314-61.0% | $3,022-70.1% | $2,670-66.2% |
| Participant deferral / active EE | $1,866 | $3,318-43.8% | $4,438-57.9% | $4,125-54.8% |
| Admin fee / account holder | $1 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |