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 | $2,368 | $112,881-97.9% | $90,951-97.4% | $158,922-98.5% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.60%-134.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $605 | $2,893-79.1% | $2,122-71.5% | $4,761-87.3% |
| Participant deferral / active EE | $1,403 | $4,128-66.0% | $3,373-58.4% | $5,982-76.5% |
| Admin fee / account holder | $1 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |