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 5-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 | $2,137 | $127,264-98.3% | $109,895-98.1% | $167,490-98.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.45%-29.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $517 | $3,322-84.5% | $2,842-81.8% | $4,837-89.3% |
| Participant deferral / active EE | $1,616 | $4,514-64.2% | $4,048-60.1% | $6,341-74.5% |
| Admin fee / account holder | $9 | $7,114-99.9% | $6,066-99.9% | $12,309-99.9% |