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 | $4,183 | $99,652-95.8% | $78,778-94.7% | $147,584-97.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $936 | $2,796-66.5% | $1,986-52.9% | $4,876-80.8% |
| Participant deferral / active EE | $2,988 | $3,664-18.4% | $2,958+1.0% | $5,439-45.1% |
| Admin fee / account holder | $98 | $7,155-98.6% | $5,134-98.1% | $10,885-99.1% |