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 | $3,491 | $107,334-96.7% | $92,893-96.2% | $152,861-97.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,398 | $4,221-66.9% | $3,653-61.7% | $4,762-70.6% |
| Participant deferral / active EE | $1,456 | $4,845-69.9% | $4,236-65.6% | $5,850-75.1% |
| Admin fee / account holder | $75 | $7,079-98.9% | $5,794-98.7% | $11,596-99.4% |