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 5-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 | $2,674 | $114,047-97.7% | $96,139-97.2% | $167,490-98.4% |
| Participation rate | 84.2% | 75.1%+9.1pp | 68.4%+15.8pp | 82.1%+2.1pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,103 | $3,427-67.8% | $2,797-60.6% | $4,837-77.2% |
| Participant deferral / active EE | $1,866 | $5,194-64.1% | $4,349-57.1% | $6,341-70.6% |
| Admin fee / account holder | $19 | $6,897-99.7% | $5,537-99.7% | $12,309-99.8% |