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 | $4,259 | $100,852-95.8% | $90,404-95.3% | $158,922-97.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $877 | $3,689-76.2% | $3,262-73.1% | $4,761-81.6% |
| Participant deferral / active EE | $2,295 | $4,348-47.2% | $3,963-42.1% | $5,982-61.6% |
| Admin fee / account holder | $2 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |