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 9-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 | $1,715 | $107,015-98.4% | $73,545-97.7% | $147,584-98.8% |
| Participation rate | 92.3% | 66.4%+25.9pp | 54.9%+37.4pp | 82.8%+9.5pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.55%-578.5pp |
| Employer contribution / active EE | $435 | $1,760-75.3% | $1,219-64.3% | $4,876-91.1% |
| Participant deferral / active EE | $1,619 | $2,462-34.2% | $1,806-10.4% | $5,439-70.2% |
| Admin fee / account holder | $34 | $3,055-98.9% | $2,320-98.5% | $10,885-99.7% |