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 7-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 | $3,559 | $85,790-95.9% | $67,313-94.7% | $135,375-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,394 | $3,487-60.0% | $2,566-45.7% | $4,779-70.8% |
| Participant deferral / active EE | $2,305 | $4,651-50.4% | $3,568-35.4% | $5,609-58.9% |
| Admin fee / account holder | $3 | $6,392-100.0% | $4,507-99.9% | $10,827-100.0% |