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 | $3,052 | $103,376-97.0% | $87,100-96.5% | $152,861-98.0% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $875 | $3,220-72.8% | $2,521-65.3% | $4,762-81.6% |
| Participant deferral / active EE | $2,087 | $4,778-56.3% | $4,049-48.4% | $5,850-64.3% |
| Admin fee / account holder | $7 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |