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 | $4,900 | $105,998-95.4% | $92,233-94.7% | $147,584-96.7% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,195 | $4,333-72.4% | $3,679-67.5% | $4,876-75.5% |
| Participant deferral / active EE | $3,153 | $4,478-29.6% | $3,897-19.1% | $5,439-42.0% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |