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 | $3,729 | $114,047-96.7% | $96,139-96.1% | $167,490-97.8% |
| Participation rate | 87.0% | 75.1%+11.9pp | 68.4%+18.5pp | 82.1%+4.9pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,376 | $3,427-59.9% | $2,797-50.8% | $4,837-71.6% |
| Participant deferral / active EE | $2,950 | $5,194-43.2% | $4,349-32.2% | $6,341-53.5% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |