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 | $3,585 | $115,882-96.9% | $100,516-96.4% | $158,922-97.7% |
| Participation rate | 89.5% | 81.6%+7.9pp | 79.4%+10.1pp | 82.0%+7.5pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $577 | $4,103-85.9% | $3,418-83.1% | $4,761-87.9% |
| Participant deferral / active EE | $2,861 | $6,674-57.1% | $6,270-54.4% | $5,982-52.2% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |