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 | $3,058 | $48,046-93.6% | $84,611-96.4% | $72,985-95.8% |
| Participation rate | 72.3% | 57.6%+14.8pp | 68.2%+4.1pp | 69.5%+2.9pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $339 | $1,602-78.8% | $2,652-87.2% | $2,440-86.1% |
| Participant deferral / active EE | $1,851 | $2,680-31.0% | $3,899-52.5% | $3,607-48.7% |
| Admin fee / account holder | $4 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |