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 9-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 | $3,568 | $107,015-96.7% | $73,545-95.1% | $147,584-97.6% |
| Participation rate | 73.3% | 66.4%+7.0pp | 54.9%+18.4pp | 82.8%-9.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $765 | $1,760-56.6% | $1,219-37.3% | $4,876-84.3% |
| Participant deferral / active EE | $1,723 | $2,462-30.0% | $1,806-4.6% | $5,439-68.3% |
| Admin fee / account holder | $8 | $3,055-99.7% | $2,320-99.7% | $10,885-99.9% |