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 7-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 | $12,257 | $48,570-74.8% | $130,648-90.6% | $72,985-83.2% |
| Participation rate | 84.8% | 58.6%+26.3pp | 71.7%+13.1pp | 69.5%+15.4pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $727 | $1,334-45.5% | $4,092-82.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,241 | $2,384-48.0% | $3,603-65.6% | $3,607-65.6% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |