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 | $2,625 | $96,635-97.3% | $86,612-97.0% | $139,434-98.1% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 0.00% | 106.41%-106.4pp | 591.07%-591.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $905 | $3,263-72.3% | $3,022-70.1% | $4,751-80.9% |
| Participant deferral / active EE | $1,541 | $4,836-68.1% | $4,438-65.3% | $6,710-77.0% |
| Admin fee / account holder | $51 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |