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 | $1,352 | $84,527-98.4% | $67,711-98.0% | $125,391-98.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,511 | $3,292-54.1% | $2,559-41.0% | $4,866-69.0% |
| Participant deferral / active EE | $1,014 | $4,429-77.1% | $3,585-71.7% | $5,352-81.1% |
| Admin fee / account holder | $8 | $5,340-99.9% | $4,255-99.8% | $9,540-99.9% |