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 | $3,040 | $65,041-95.3% | $90,951-96.7% | $79,858-96.2% |
| Participation rate | 73.9% | 61.6%+12.3pp | 69.0%+4.9pp | 69.6%+4.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $363 | $1,247-70.9% | $2,122-82.9% | $2,471-85.3% |
| Participant deferral / active EE | $1,726 | $2,512-31.3% | $3,373-48.8% | $3,740-53.9% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |