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 | $3,917 | $115,770-96.6% | $101,248-96.1% | $158,922-97.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.14%-56.1pp | 46.47%-46.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $869 | $4,175-79.2% | $3,660-76.3% | $4,761-81.8% |
| Participant deferral / active EE | $1,832 | $4,957-63.0% | $4,370-58.1% | $5,982-69.4% |
| Admin fee / account holder | $8 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |