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 | $2,444 | $114,047-97.9% | $96,139-97.5% | $167,490-98.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 0.00% | 189.88%-189.9pp | 191.94%-191.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $910 | $3,427-73.5% | $2,797-67.5% | $4,837-81.2% |
| Participant deferral / active EE | $1,306 | $5,194-74.9% | $4,349-70.0% | $6,341-79.4% |
| Admin fee / account holder | $99 | $6,897-98.6% | $5,537-98.2% | $12,309-99.2% |