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 | $2,593 | $91,037-97.2% | $71,671-96.4% | $147,584-98.2% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $681 | $3,327-79.5% | $2,460-72.3% | $4,876-86.0% |
| Participant deferral / active EE | $1,469 | $4,498-67.3% | $3,438-57.3% | $5,439-73.0% |
| Admin fee / account holder | $18 | $8,613-99.8% | $5,558-99.7% | $10,885-99.8% |