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 | $2,740 | $63,346-95.7% | $92,233-97.0% | $70,131-96.1% |
| Participation rate | 87.2% | 68.7%+18.5pp | 76.5%+10.7pp | 69.5%+17.6pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $615 | $2,471-75.1% | $3,679-83.3% | $2,342-73.7% |
| Participant deferral / active EE | $1,822 | $2,854-36.1% | $3,897-53.2% | $3,332-45.3% |
| Admin fee / account holder | $49 | $3,840-98.7% | $5,194-99.1% | $4,645-98.9% |