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 3-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 | $1,826 | $96,305-98.1% | $80,569-97.7% | $139,434-98.7% |
| Participation rate | 84.2% | 73.6%+10.6pp | 67.0%+17.2pp | 80.3%+3.9pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $863 | $3,262-73.5% | $2,723-68.3% | $4,751-81.8% |
| Participant deferral / active EE | $1,406 | $5,232-73.1% | $4,447-68.4% | $6,710-79.0% |
| Admin fee / account holder | $201 | $6,599-97.0% | $5,377-96.3% | $11,403-98.2% |