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 | $3,842 | $105,998-96.4% | $92,233-95.8% | $147,584-97.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $729 | $4,333-83.2% | $3,679-80.2% | $4,876-85.1% |
| Participant deferral / active EE | $2,216 | $4,478-50.5% | $3,897-43.1% | $5,439-59.3% |
| Admin fee / account holder | $5 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |