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 7-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 | $3,019 | $69,518-95.7% | $59,878-95.0% | $135,375-97.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | 7.94%-7.9pp | 3.46%-3.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $878 | $3,235-72.9% | $2,722-67.8% | $4,779-81.6% |
| Participant deferral / active EE | $2,832 | $4,206-32.7% | $3,402-16.8% | $5,609-49.5% |
| Admin fee / account holder | $68 | $5,734-98.8% | $3,590-98.1% | $10,827-99.4% |