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 | $2,340 | $118,919-98.0% | $88,538-97.4% | $152,861-98.5% |
| Participation rate | 88.9% | 73.4%+15.5pp | 68.7%+20.1pp | 82.4%+6.4pp |
| Annual return | 0.00% | 47.92%-47.9pp | 43.64%-43.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $717 | $2,669-73.1% | $2,098-65.8% | $4,762-85.0% |
| Participant deferral / active EE | $954 | $3,549-73.1% | $2,914-67.3% | $5,850-83.7% |
| Admin fee / account holder | $92 | $5,876-98.4% | $4,310-97.9% | $11,596-99.2% |