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 8-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 | $2,711 | $100,901-97.3% | $75,670-96.4% | $147,584-98.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $917 | $3,253-71.8% | $2,352-61.0% | $4,876-81.2% |
| Participant deferral / active EE | $1,705 | $4,027-57.7% | $3,142-45.7% | $5,439-68.7% |
| Admin fee / account holder | $9 | $11,285-99.9% | $5,800-99.8% | $10,885-99.9% |