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 | $3,733 | $100,773-96.3% | $88,946-95.8% | $142,382-97.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.18%-70.2pp | 57.82%-57.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $716 | $2,918-75.5% | $2,555-72.0% | $4,299-83.4% |
| Participant deferral / active EE | $3,009 | $5,230-42.5% | $4,581-34.3% | $6,507-53.8% |
| Admin fee / account holder | $1 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |