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 | $2,274 | $88,751-97.4% | $81,812-97.2% | $145,922-98.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 1025.40%-1025.4pp | 773.79%-773.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,059 | $3,083-65.7% | $2,912-63.6% | $4,660-77.3% |
| Participant deferral / active EE | $1,283 | $4,643-72.4% | $4,319-70.3% | $6,688-80.8% |
| Admin fee / account holder | $81 | $8,415-99.0% | $7,386-98.9% | $13,397-99.4% |