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 8-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 | $1,031 | $85,790-98.8% | $67,313-98.5% | $135,375-99.2% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.1%+26.6pp | 82.6%+13.0pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,624 | $4,651-65.1% | $3,568-54.5% | $5,609-71.0% |
| Admin fee / account holder | $200 | $6,392-96.9% | $4,507-95.6% | $10,827-98.2% |