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 4-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 | $2,834 | $95,862-97.0% | $79,550-96.4% | $134,475-97.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $803 | $3,128-74.3% | $2,413-66.7% | $4,740-83.1% |
| Participant deferral / active EE | $1,676 | $4,693-64.3% | $3,985-57.9% | $6,400-73.8% |
| Admin fee / account holder | $1 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |