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 | $1,152 | $91,911-98.7% | $68,793-98.3% | $135,375-99.1% |
| Participation rate | 70.8% | 76.7%-5.9pp | 72.2%-1.4pp | 82.6%-11.8pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $564 | $3,924-85.6% | $2,625-78.5% | $4,779-88.2% |
| Participant deferral / active EE | $961 | $4,315-77.7% | $3,311-71.0% | $5,609-82.9% |
| Admin fee / account holder | $40 | $9,240-99.6% | $5,131-99.2% | $10,827-99.6% |